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Alec Roussin

Associate Advisor

CPA

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)

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

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by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

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Is Your Student’s Data Safe? Best Practices After the Canvas Breach

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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

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