Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
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)
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