top of page


Alec Tolivaisa, CFA  -  Founder


For seven years, Alec had advised and consulted for numerous business owners across many industries. Armed with a deep knowledge of corporate finance and analytics, Alec can help any business optimize their cash flow management and find the hidden treasure of wisdom that is hiding in your financial statements.

Alec enjoys teaching people about numbers & finance and loves learning about different business models. 

Alec obtained his MBA from the Isenberg School of Management at UMass-Amherst (Go Minutemen!) and earned the prestigious Chartered Financial Analyst designation by passing all three exams on his first attempt.

In his free time, Alec referees rugby, follows the NFL and UFC, takes boxing classes, goes for long-distance runs and lifts weights.

bottom of page