Focus Area

Alan focuses on helping families manage their wealth, with an emphasis on planning and administering their estate plans. He relies upon his prior estate settlement experience to assist next generation clients in navigating the complexities associated with estate-related accounts. His experience also includes working with private foundations to manage their investments and meet their charitable distribution objectives. Alan enjoys developing close relationships with the families he serves, as well as, helping foundations make a positive impact in the community.

Experience

Alan joined Fiduciary Trust in 2001. Prior to joining Fiduciary, he was a Principal at State Street Bank and Trust Company where he served as an investment manager and an estate settlement officer. Alan has previously earned the Certified Trust and Financial Advisor designation.

Personal

Outside of Fiduciary, Alan enjoys spending time outdoors and at home with his wife and three children.