Alec Tolivaisa, CFA, MBA

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Founder

Since 2013, Alec has advised and consulted for numerous businesses across many industries. Armed with a deep knowledge of corporate finance and analytics, Alec has assisted businesses with optimizing their cash flow management and created more efficient ways to deploy their corporate resources.

His passion is guiding start-ups, entrepreneurs, and established firms with their business & financial matters. Alec listen to each client and together, they design a customized experience for their own business.

Alec obtained my 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. A Chartered Financial Analyst is a globally-recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts.

In his free time, he referees rugby, follow the NFL and UFC, takes boxing
classes, go for long-distance runs, and lifts weights.

If you would like to talk to him, please call 978-261-7466 or use this link to

schedule an appointment.

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