Alan joined RBC Wealth Management in October 2012. He was previously a portfolio manager with Morgan Stanley and Citigroup Global Markets. Alan maintains his Series 7, 63 and 66 licenses for General Securities as well as his insurance license.
In 2000, Alan earned a Bachelor of Science degree in business administration with a concentration in marketing from the Robins School of Business at the University of Richmond.
Alan and his wife, Amy, live in University Park with their two children. They are active members of the Highland Park United Methodist Church.