Alek Sokoloski
Analyst-Equity en Ironwood Investment Counsel LLC .
Perfil
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.
Cargos activos de Alek Sokoloski
| Empresas | Cargo | Inicio |
|---|---|---|
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 |
Formación de Alek Sokoloski.
| Fox School of Business | Undergraduate Degree |
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| Empresas privadas | 1 |
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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 |
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