As a Managing Director and Portfolio Manager, Alan serves both individual clients and nonprofit organizations. As an analyst, Alan has extensive experience following the consumer, defense, health, and industrials industries.
Alan joined our firm in 2003, bringing with him more than 20 years of experience in the investment industry. Before Boston Financial Management, he held senior positions at Woodstock Corporation, Factory Mutual Insurance Company, and Liberty Mutual Insurance Company.
Alan graduated from Cornell University with a degree in Mathematics and earned his MBA from Northeastern University.
Charitable & Community Involvement
Vestry of St. John’s Church, Westwood, MA – past Treasurer
Catholic Memorial School – Finance Committee
Previously served on the Finance & Warrant Commission, Commission on Disability for the Town of Westwood
Industry Accreditation & Affiliations
Chartered Financial Analyst
CFA Institute – member
CFA Society of Boston – member