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.
Tidigare kända positioner av Alek Sokoloski
| Företag | Position | Slut |
|---|---|---|
Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance IIC employs a comprehensive approach with an emphasis on active management and the long-term. The firm develops, implements and manages a customized asset allocation using individual securities and active managers. Their clients’ specific goals and objectives, constraints, and expectations determine the level of equities, fixed income and alternatives. | Analyst-Equity | 2026-03-01 |
Alek Sokoloskis utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Kopplade företag
| Privata företag | 2 |
|---|---|
Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance IIC employs a comprehensive approach with an emphasis on active management and the long-term. The firm develops, implements and manages a customized asset allocation using individual securities and active managers. Their clients’ specific goals and objectives, constraints, and expectations determine the level of equities, fixed income and alternatives. | Finance |
Fox School of Business
Fox School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















