His interest in markets began in high school and has grown into a career centered on helping clients turn financial goals into tangible outcomes.
Joined Lido: 2025
Homebase: Atlanta, GA
Professional Focus: Alek approaches wealth management as both an analytical discipline and a people-driven process, blending market insight with clear, practical communication. He enjoys helping clients understand not just what to do, but why it matters, so they can move forward with confidence.
Education: B.B.A., Finance, Risk Management and Insurance, Mercer University
Previous Work Highlights: Served as a Financial Advisor at J.P. Morgan in Atlanta. Earlier in his career, he held roles as a Senior Financial Services Representative at ETRADE and as a Client Relationship Manager at G Squared Funding, LLC.
Personal Facts: Alek is a passionate Philadelphia sports fan, supporting the Eagles and Phillies, and cheers on the Chelsea Football Club. Outside of work, he spends time with his wife, Molly, and their dog, Maggie, and enjoys playing golf, staying active, and drawing on experiences from living across multiple states throughout his life.