Senior Portfolio Manager
With more than 20 years of proven investment experience, Alan manages relationships and portfolios for high-net-worth individuals and institutional clients. He shares responsibility for the development and oversight of investment strategy and process at the firm and is a member of the Global Thematic Investment Team.
Prior to joining Chevy Chase Trust, Alan was President and Chairman of Asset Management, Inc., an independent investment management company with over $1 billion in assets under management. He managed the company through a successful sale and integration with Chevy Chase Trust. Before that, he managed the Equity Investment Strategy and Research Initiatives at Asset Management, Inc.
Previously, Alan was with FBR & Company’s Equity Research and Investment Banking Group where he was Vice President and Senior Equity Research Analyst. He began his career working with the Chief Equity Market Strategist at Legg Mason and later joined the firm’s Equity Research and Investment Banking Group.
Alan is a graduate of Denison University, with a degree in Economics. He is the Chair of Maret School’s Alumni Fund and served two terms on the Board of Directors at Green Acres School.