Poterack Capital Advisory
Alec Quaid, CFP®, is a seasoned Wealth Manager at Poterack Capital Advisory, where services are tailored for families beyond just numbers, leveraging a virtual platform to meet clients' needs wherever life leads them. Previously, Alec served as a Financial Planner at American Portfolios Denver from March 2019 to November 2023, and as a Financial Advisor at Northwestern Mutual from May 2017 to March 2019. Alec holds a degree in Financial Planning from Colorado State University, recognized as a CFP® Accredited Degree Program, and has additional education from Northwestern College.
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