Alex Davis

Registered Operations Manager

Alex is an invaluable member of the Questar team, bringing extensive compliance experience as Senior Branch Examiner, Surveillance Analyst and Rules Based Examiner for 10 years. He works closely with our clients to develop customized, goals-based financial plans, preparing documents for client meetings and distributing information to outside professionals such as CPAs or estate planning attorneys.

He is responsible for creating new accounts, responding to client requests, maintaining client portfolios, and ensuring their client experience fulfills Questar’s platinum level of service.

Alex earned Bachelor's degree from Ohio State University in Family Resource Management Studies as well as a Master’s degree in Accounting from Cleveland State University.

Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Questar Capital Partners. Questar will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Sanctuary Wealth and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Questar will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Questar will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.

Richard Reyle signature

Richard Reyle

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Gerry Spitzer