Cherubin Asset Management, LLC is a private company located in beautiful Denver, Colorado. We pride ourselves in maintaining personal relationships with new and long-standing clients by providing a variety of services to help them reach their financial goals.
Alex Cherubin
- Managing Principal
I work with clients to provide comprehensive investment planning through a structured process. For more than 36 years, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in financial markets, I have dedicated myself to delivering the personalized investment planning services my clients deserve.
After spending much of my youth in Los Angeles, I began my professional career at Shearson Lehman Hutton/Smith Barney working as a financial advisor. I then transitioned to Merrill Lynch, as a branch manager and financial advisor. After years of experience with large brokerage firms, I decided to start my own company, Cherubin Asset Management, in 2006.
Through my relationships with estate planning attorneys, professional money managers, and insurance professionals, my goal is to take a team approach to providing personalized investment advice for individuals, families, and small businesses.
In addition to helping clients, I am committed to serving my community. I have volunteered with several local organizations including EFAA(Food Bank), Boulder Rotary Club, and the Broadmoor Rotary (Treasurer Role). I am currently serving as a board member at Blue Sky Bridge, a child abuse intervention and education center.
Away from the office, I spend much of my free time enjoying various outdoor activities such as hiking fourteeners, mushroom hunting, playing chess, rummikub, and participating in collector car shows.
After spending much of my youth in Los Angeles, I began my professional career at Shearson Lehman Hutton/Smith Barney working as a financial advisor. I then transitioned to Merrill Lynch, as a branch manager and financial advisor. After years of experience with large brokerage firms, I decided to start my own company, Cherubin Asset Management, in 2006.
Through my relationships with estate planning attorneys, professional money managers, and insurance professionals, my goal is to take a team approach to providing personalized investment advice for individuals, families, and small businesses.
In addition to helping clients, I am committed to serving my community. I have volunteered with several local organizations including EFAA(Food Bank), Boulder Rotary Club, and the Broadmoor Rotary (Treasurer Role). I am currently serving as a board member at Blue Sky Bridge, a child abuse intervention and education center.
Away from the office, I spend much of my free time enjoying various outdoor activities such as hiking fourteeners, mushroom hunting, playing chess, rummikub, and participating in collector car shows.
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Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
We created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.