Alec Quaid, Cfp®
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Alec Quaid, Cfp® Email & Phone Number

Wealth Manager at Poterack Capital Advisory
Location: Denver Metropolitan Area, United States 4 work roles 2 schools
1 work email found @americanportfolios.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@americanportfolios.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Manager
Location
Denver Metropolitan Area, United States

Who is Alec Quaid, Cfp®? Overview

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Quick answer

Alec Quaid, Cfp® is listed as Wealth Manager at Poterack Capital Advisory, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at americanportfolios.com and a matched LinkedIn profile for Alec Quaid, Cfp®.

Alec Quaid, Cfp® previously worked as Financial Planner at American Portfolios Denver and Financial Advisor at Northwestern Mutual. Alec Quaid, Cfp® holds Financial Planning, Cfp® Accredited Degree Program from Colorado State University.

Company email context

Email format at Poterack Capital Advisory

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*@americanportfolios.com
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AeroLeads found 1 current-domain work email signal for Alec Quaid, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Alec Quaid, Cfp®

Alec is a Certified Financial Planner™ Professional and Wealth Manager. He takes great pride in serving clients through the platform of financial planning. Alec has been quoted in multiple publications such as the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch.Alec played basketball at Northwestern College before transferring to Colorado State University where he completed their CFP accredited financial planning degree. He and his wife enjoy the Colorado outdoors through skiing and hiking, playing basketball, and golf. He is active in his local church and serves as a Board Member with the Colorado Financial Planning Association. He and his wife Sydney, son Deacon, and golden retriever Walter reside in Castle Rock, CO.Please visit our website at www.poterack.netInvestment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Poterack Capital Advisory are separate entities. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Listed skills include Leadership, Teamwork, People Skills, Communication, and 8 others.

Current workplace

Alec Quaid, Cfp®'s current company

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Poterack Capital Advisory
Poterack Capital Advisory
Wealth Manager
Denver, CO, US
AeroLeads page
4 roles

Alec Quaid, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Manager

Current

We customize strategies and solutions for families, beyond numbers and spreadsheets. We are a Virtual firm able to serve families wherever life’s journey takes them.Our Core Values: https://www.poterack.net/about-us

Nov 2023 - Present
2 education records

Alec Quaid, Cfp® education

FAQ

Frequently asked questions about Alec Quaid, Cfp®

Quick answers generated from the profile data available on this page.

What company does Alec Quaid, Cfp® work for?

Alec Quaid, Cfp® works for Poterack Capital Advisory.

What is Alec Quaid, Cfp®'s role at Poterack Capital Advisory?

Alec Quaid, Cfp® is listed as Wealth Manager at Poterack Capital Advisory.

What is Alec Quaid, Cfp®'s email address?

AeroLeads has found 1 work email signal at @americanportfolios.com for Alec Quaid, Cfp® at Poterack Capital Advisory.

Where is Alec Quaid, Cfp® based?

Alec Quaid, Cfp® is based in Denver Metropolitan Area, United States while working with Poterack Capital Advisory.

What companies has Alec Quaid, Cfp® worked for?

Alec Quaid, Cfp® has worked for Poterack Capital Advisory, American Portfolios Denver, and Northwestern Mutual.

How can I contact Alec Quaid, Cfp®?

You can use AeroLeads to view verified contact signals for Alec Quaid, Cfp® at Poterack Capital Advisory, including work email, phone, and LinkedIn data when available.

What schools did Alec Quaid, Cfp® attend?

Alec Quaid, Cfp® holds Financial Planning, Cfp® Accredited Degree Program from Colorado State University.

What skills is Alec Quaid, Cfp® known for?

Alec Quaid, Cfp® is listed with skills including Leadership, Teamwork, People Skills, Communication, Retirement Planning, Investments, Life Insurance, and Financial Planning.

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