Alec Rosen - Adviser Investments

Alec Rosen

Vice President, Corporate Development

Alec has worked in the financial services industry since 2009. Over his career, he has worked for Edward Jones, Pioneer Investments and, most recently, served as a vice president at LPL Financial. Since joining Adviser Investments in 2018, Alec has helped to lead partnership discussions and has worked on growth initiatives for the firm. Alec is passionate about financial planning and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as an Accredited Investment Fiduciary® (AIF®). He earned a B.S. in psychology at Union College in Schenectady, NY. Alec resides in Reading, MA, with his wife and daughter.

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

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