Alex D’Attilio
Alex has been a vital part of the Acorn team for four years, currently serving as a Portfolio Management Associate. After completing two years as an intern with the firm, alongside a previous internship at Cetera Financial Group, Alex transitioned into his full-time role with a deep understanding of the firm’s investment philosophy.
A graduate of the University of Connecticut School of Business with a Bachelor of Science in Finance, Alex holds both his Series 65 and Securities Industry Essentials (SIE) licenses. His technical background and commitment to financial expertise allow him to provide disciplined support in managing client portfolios and ensuring long-term success.
Outside of the office, Alex is committed to an active and healthy lifestyle where he can be found playing golf in the summer and skiing in the winter. True to his alma mater, Alex is also an avid, lifelong fan of UConn basketball.
If you had to summarize your approach to wealth management in just three words, what would they be?
Protect, Optimize, Grow.
What book, publication, or thinker has most influenced your professional mindset recently?
Marcus Aurelius
What core philosophy or favorite quote drives your daily approach to life?
“You will never always be motivated, so you must learn to be disciplined.”
Are you a cook or a reservation-maker? What is your signature dish or favorite local dining spot?
Cook, for sure. I joke about being a professional chef in another life. Staying true to my Italian roots, my signature dish is chicken parmesan.
What was your very first job, and what humbling or valuable lesson did it teach you?
Working as a busboy in my family’s restaurant at 15 was a formative experience. It didn’t just teach me the value of hard work; it gave me a front-row seat to the realities of running a business and the vital importance of saving from a young age.
When traveling, are you the ‘color-coded itinerary’ person or the ‘let’s just see where the day takes us’ person?
The best of both worlds. I’m the guy with a time-blocked itinerary who intentionally leaves room to just get lost and explore.