Profilo
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.
Precedenti posizioni note di Alek Sokoloski
| Società | Posizione | Fine |
|---|---|---|
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 | 01/03/2026 |
Formazione di Alek Sokoloski
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 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 |
















