Alex M. Potocsny

Financial Advisor

Alex Potocsny began apprenticing with Mark in 2018 at Morgan Stanley Wealth Management.  While working towards his degree in Finance, Alex evaluated potential investment opportunities and reviewed client portfolios.

Spending his youth in Guilford Connecticut, Alex was a standout baseball player for Guilford High School. An avid snowboarder and golfer, Alex enjoys time with his family and friends.

Alex graduated from Southern Connecticut State University, with a degree in business administration and a concentration in finance. He was awarded Magna Cum Laude, high honors, and graduated with the highest GPA in the Finance Department in his respective graduating class.

Alex brings a fresh lens to the practice, identifying opportunities within younger generational trends that might otherwise be overlooked. His proficiency in quantitatively driven research allows PFG to bring wall street to main street.

Professional and Personal Highlights

  • Intern, Morgan Stanley Wealth Management 2018-2019
  • Client Associate, Morgan Stanley Wealth Management, 2020-2021
  • Completed Series 7 & 66, Investment Advisor – Registered Securities Representative, 2022
  • B.S. Business Administration (Concentration-Finance) – Magna Cum Laude, Southern Connecticut State University, 2022
Phone 203-309-3390