Alexa Schulten
Client Relationship Manager
Alexa works out of the Incline Village, NV office as part of The Petrie Group of TSG Wealth Management. Just as The Petrie Group partners with clients to build upon their legacies, Alexa takes immense pride in working alongside Lisa, her Mother, to continue serving clients across generations.
Prior to joining The Petrie Group of TSG Wealth Management, Alexa spent four years in Boston advising private equity firms on investment decisions through commercial due diligence. Alexa transitioned to a career in wealth management to develop and prioritize personal, long-term relationships with individuals.
Alexa attended Claremont McKenna College, where she received a Bachelor’s in Economics and a Master’s in Finance with Phi Beta Kappa and Cum Laude distinction. She was active in her college community, serving as President of Claremont Women in Business and competing for the Softball team.
Outside the office, Alexa spends most of her free time outside, whether that be skiing, hiking, golfing, or paddleboarding. She is also an avid Angels fan, patiently awaiting a breakout season.
You May Not Know This About Alexa Schulten…