
A Semi-Charmed Earnings Season
May 12, 2026
by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...


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.
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May 12, 2026
by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

May 6, 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...