Alec serves as our Chief Investment Officer, helping clients design thoughtful, data-driven portfolios and navigate complex financial situations, including inheritances and wealth transfers. With a strong background in investment analytics, tax strategies, and portfolio construction, he brings a precise and analytical approach to every client relationship.
A Virginia Tech graduate, Alec completed his honors thesis in stochastic calculus and algorithmic trading. Outside of work, he’s active in the Y Combinator and Thiel Fellowship communities, where he curates experiences that connect next-generation entrepreneurs. An avid traveler, he enjoys exploring new places and perspectives around the world.
Alec Gilliam is not registered to offer investment advisory services.