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Alexander Massimo

Director/Chief Financial Officer/Managing Director at Wafra

Officer recordForm ADV filed 12 June 2026

Alexander Massimo is Director/Chief Financial Officer/Managing Director of Wafra Inc., a New York investment adviser.

Career

Alexander Massimo has been Director/Chief Financial Officer/Managing Director of Wafra since May 2026. Alexander Massimo is a control person of the firm and directly owns under 5% of it. Alexander Massimo earned a BS in Finance and Economics from Boston College.

Wafra Inc. is a New York, NY firm with $29B under management, 106 clients and 69 advisers across 3 offices, as of its June 2026 filing.

Wafra identifies Alex Massimo as Chief Financial Officer.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Alexander Massimo is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Alexander Massimo
CRD
5355376
Record basis
Form ADV officer listing
Firm bio
wafra.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Alexander Massimo work?

Alexander Massimo has been Director/Chief Financial Officer/Managing Director of Wafra Inc. since May 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 12 June 2026

Leadership at Wafra

Sources

  1. IAPD individual lookup, CRD 5355376. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Wafra Inc., filed 12 June 2026. Title, control and ownership bands.
  3. Wafra team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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