Alek Sokoloski
Analyst-Equity bei Ironwood Investment Counsel LLC
Profil
Mr. Alek Sokoloski is an Associate at Ironwood Investment Counsel LLC.
Prior to joining Ironwood, he gained experience as a financial planning intern for wealth management firms in the Philadelphia area.
He provided comprehensive financial plans and worked closely with clients and CFP professionals during the internships.
Mr. Sokoloski holds a Bachelor of Science degree with a major in financial planning from Temple University.
Aktive Positionen von Alek Sokoloski
| Unternehmen | Position | Beginn |
|---|---|---|
Ironwood Investment Counsel LLC
 Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Analyst-Equity | 01.06.2022 |
Ausbildung von Alek Sokoloski
| Fox School of Business | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Finance |
