View in portrait for best experience

Alec Roussin

Senior Client Service Manager

CPA

As a Senior Client Service Manager, 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.

Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

T is for Tax, C is for Charitable 

T is for Tax, C is for Charitable 

April 29, 2025

When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

VIEW ALL ARTICLES

Let’s make every moment count together…