How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...
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.
Second Quarter Investment Report – 2026
July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...
Raising Charitable Children: Modeling and Mentioning
June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...