Alec Rosen Email

Partner, VP Corporate Development . Adviser Investments

Current Roles

Employees:
191
Revenue:
$44.1M
About
Adviser Investments is a boutique wealth management firm with particular expertise in Fidelity and Vanguard mutual funds. We advise more than 3,500 clients and have over $4 billion under management. More than just wealth management, we offer the support of a team of dedicated investment professionals who are always ready to take your call. At Adviser Investments, we pride ourselves on being the adviser you can talk to.
Adviser Investments Address
85 Wells Avenue
Newton, MA
United States
Adviser Investments Email

Past Companies

Adviser InvestmentsPartner, Vice President of Corporate Development
AdviserVice President of Business Development
LPL FinancialVice President, Business Consulting

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