Experience 16 Years
Alec is a member of the managed accounts team responsible for new business development in the West Coast region. In this role, Alec develops relationships with advisors, educating them on our strategies, and providing ongoing service to enhance the advisor-client relationship.
Alec joined from AllianceBernstein where he served as vice president and investment strategist, responsible for coverage and representation of their $55 billion municipal bond suite. Previously, he was a product specialist for RSW Investments. Alec began his career in financial services in 2007 working as an alternatives analyst at SEI Investments.
Alec received a BA in Economics from Pennsylvania State University.
My passion is working with and educating clients, helping them achieve their goals. Having weathered many market cycles, I’ve learned to stay focused and think long term. In my role I enjoy acting as a liaison between investment professionals and the advisor community. It’s through that experience, and the enjoyment I take in educating clients that I hope enhances my value as a trusted partner on a daily basis.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article