Alec works with clients to build comprehensive financial plans and efficient long-term portfolios. He works from an understanding that every client requires a unique approach and customized solutions. As part of the McAdam Wealth team, Alec develops comprehensive financial plans, performs detailed analysis of client financial strategies, and helps educate clients on financial and investment concepts, including risk versus return, portfolio theory, asset allocation, tax planning and estate planning, among others. His goal is to take the emotion out of investing and to help busy professionals understand how all of the moving pieces in their life fit together as a cohesive unit.
Alec was born and raised in Charlotte, North Carolina, and has called Boston home for several years. He has yet to convert sports teams just yet, as he still follows pro sports from North Carolina and all things UNC (his alma mater). Away from the office, Alec heads outdoors and enjoys fishing and hiking. He’s also an avid guitarist and has a Pembroke Welsh corgi named Jack.