As a Managing Director and Wealth Manager, Alan serves both individual clients and not-for-profit organizations. Alan also has extensive analytical experience following the consumer, defense, health, and industrial sectors.
Alan joined Boston Financial Management 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 a Master’s degree in Business Administration from Northeastern University.
Industry Accreditation & Affiliations
Chartered Financial Analyst
CFA Institute – member
CFA Society of Boston – member
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