Profile
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.
Former positions of Alek Sokoloski
| Companies | Position | End |
|---|---|---|
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 | 28/02/2026 |
Training of Alek Sokoloski
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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