Alec Quaid

Meet Alec

Alec is a Wealth Advisor based in Denver, Colorado. He joined Mercer Advisors through the acquisition of Poterack Capital Advisory where he served as Wealth Manager for more than two years. Prior, he served in wealth management roles at American Portfolios Denver and Northwestern Mutual, where he began his career in 2017. Alec is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in business administration with a concentration in financial planning from Colorado State University.

Alec’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Alec has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Multi-generational planning that aligns with your values and minimizes tax impact
Private markets, including fund due diligence, liquidity planning, and portfolio integration
For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
For business owners, advice on selling your business to help maximize value — and plan what comes next

His working style

Clients rely on Alec’s steady, reassuring presence. He brings an analytical mindset and a knack for simplifying complex decisions. Above all, he’s committed to building meaningful, long‑term relationships.

Alec in real life

How do you give back?

My wife and young kids, including twins. I love to be active with things like golf, basketball, and skiing.

What makes you tick?

Personally, my family and I are very active in our local church. Professionally, I serve our industry through the Financial Planning Association as President of the Colorado chapter.

What makes you tick?

I’m driven by a desire to live out my faith, build a strong family, be engaged in my community, and serve others through the platform of financial planning.