Alec Pupo is a seasoned finance professional with extensive experience in investment advisory services. Currently serving as a Senior Investment Advisor Representative at Betterment since October 2021, Alec previously held multiple roles at Vanguard from September 2018 to October 2021, including Ultra High Net-Worth Client Consultant and Investment Services Representative. Alec's expertise encompasses client investment guidance, market updates, and equity trade execution. Prior experience includes a Portfolio Implementation internship at Vanguard, a Private Trust Company Operations Co-op at SEI Investments, and an internship at Broadview Networks. Alec earned a Bachelor's degree in Finance from the Fox School of Business at Temple University in 2018.
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