Alec Achin, CFA®
AVP, Cross Asset Solutions
Alec is a Director at Raymond James within the Cross Asset Solutions Group. In this role, Alec serves as the product manager for tax-aware funds, insurance dedicated funds, and 1031 exchanges. Additionally, Alec assists Raymond James advisors and clients with bespoke requests ranging across the Cross Asset spectrum, with a focus on estate planning and liquidity events. He previously served as Assistant Vice President within the Private Institutional Client (PIC) Group and a Senior Investment Associate within the Alternative Investments and Structured Investments Groups of Raymond James.
Prior to joining Raymond James, Alec was an Associate Client Advisor at Bessemer Trust, where he worked closely with 52 different families and helped manage $2.6 Billion in assets.
Alec earned a B.S.B.A., cum laude, in finance from the University of Florida. He is a CFA Charterholder and earned an MBA from the University of Florida. He is fluent in Spanish.
