Alexandra Merz

Client Development Advisor


Alexandra has over 20 years of client experience having worked in various senior banking roles in fixed income and commodities in London, New York and Chicago. She held a Managing Director position at Goldman Sachs where she led the European Energy Sales team covering corporate clients. Prior to this, Alexandra worked at JP Morgan also as a Managing Director and held roles as head of Commodity Linked Finance and head of Energy Sales for Europe, the Middle East and Africa. Her early career was in Municipal Bond Finance and commodity tax structuring.

From her own personal experience of being an American high net worth individual in London for over 15 years, Alexandra has developed her knowledge of US/UK tax issues, life insurance and estate planning. She has joined the team at Vie to promote wealth protection strategies for affluent clients and their professional advisors.

Alexandra earned a BA in Economics from The University of Chicago and an MBA from Columbia University. She holds a US life insurance license in the state of New York and is completing the UK’s Diploma in Regulated Financial Planning [DipPFS].