Donor Strategies for Impact
August 24, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...
Alec Roussin
Associate Advisor
CPA, CFP®
As an Associate Advisor, Alec provides exceptional financial services to his clients and supports Advisors and Partners in daily operations. Previously, he worked in public accounting, focusing on tax compliance and planning for individuals and businesses.
Alec graduated summa cum laude from Quincy University with a Bachelor of Science in Accounting and Finance. While at Quincy University he was a member of the Men’s Soccer Team.
When Alec is not at work, he enjoys playing golf, watching sports, and spending time with family and friends.
EDUCATION
- B.S., Accounting and Finance, Quincy University, summa cum laude
PROFESSIONAL DEVELOPMENT
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...