Alec Tolivaisa, CFA, MBA

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Founder

Alec has designed financial systems, from scratch, which allowed multiple companies to obtain a multi-million dollar valuation. His systemsare are designed for growth, efficiency, while giving business managers quick access to vital information and analysis.

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 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.

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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