Alec Root has been an investment adviser representative at D.B. Root & Company since June 2022, and is not listed among the firm’s executive officers or direct owners. Alec Root holds a Bachelor of Arts in Economics and Government & Legal Studies from Bowdoin College and an MBA from Kellogg School of Management, Northwestern University.
D.B. Root & Company, LLC is a Pittsburgh, PA firm with $952M under management, 777 clients and 15 advisers across 2 offices, as of its June 2026 filing.
Alec F. Root is a Senior Advisor of DBR & CO, based in Pittsburgh. He leads portfolio construction, portfolio management and manager selection for the firm's Institutional Advisory Services clients and helps lead marketing at DBR. Before joining DBR, he worked at Cambridge Associates, most recently as an Associate Investment Director responsible for investment manager due diligence and macro research in real estate, infrastructure and natural resources.
- D.B. Root & Company, LLCCurrent– present · 4 yearsSouth Boston, MA · Adviser representative · Firm CRD 188512
Professional designations
Listed by D.B. Root & Company
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Alec Root is registered as an investment adviser representative in 2 states. The first approvals date from June 2022; the most recent is Massachusetts, in July 2022.
- MassachusettsSince 7 July 2022
- PennsylvaniaSince 29 June 2022
Examinations
No examinations are on Alec Root’s record.
- Full name
- Alec F Root
- CRD
- 6079395
- Firm
- D.B. Root & Company · CRD 188512
- Office
- South Boston, MA
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dbroot.com
Where does Alec Root work?
Alec Root is an investment adviser representative registered through D.B. Root & Company, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Alec Root a financial advisor?
Yes. Alec Root has a current investment-adviser registration in Massachusetts and Pennsylvania, through D.B. Root & Company since June 2022.
How many years of experience does Alec Root have?
Alec Root has 4 years in the financial industry, since June 2022, across 1 adviser firm.
Where is Alec Root based?
Alec Root’s registered office is in South Boston, MA.
Is Alec Root registered with FINRA?
No. Alec Root has no current broker registration.
Is Alec Root a CFA charterholder?
D.B. Root & Company lists Alec Root with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Alec Root’s record?
Search CRD 6079395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alec Root’s full registration record.
David RootChief Executive- Heather OstrowskiChief Financial Officer
Jesse RootChief Operating Officer- Richard ChenChief Compliance Officer
Michael AroestyChief Investment Officer