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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 systems are designed for growth and efficiency while giving business managers quick access to vital information and analysis.

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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 companies with optimizing their cash flow management and created more efficient ways to deploy their corporate resources.

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

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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.

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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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