As the fixed income manager, Alan oversees all aspects of the development and implementation of our fixed income portfolio strategies. With over 25 years in experience managing fixed income portfolios, he is responsible for the day-to-day activities of managing our clients’ income portfolios and providing cash flow planning. Alan is extensively involved in trading securities, providing retirement planning insights, researching investments, and conducting on-going portfolio due diligence. In addition, he is involved in the firms marketing and client communication efforts.
Prior to founding Alder, Alan had developed his financial experience by working as a financial analyst and a Vice President of institutional fixed income sales at SouthTrust Bank, which later became part of Wells Fargo. This experience gives Alan a unique perspective and the understanding of all aspects of fixed income securities.
Alan graduated with a B.S. degree in finance from The University of Alabama. He also completed a Master of Business Administration degree (MBA) from The University of Alabama at Birmingham. Alan is proud to be a CERTIFIED FINANCIAL PLANNER™ practitioner and maintains membership with the fee-only National Association of Personal Financial Advisors (NAPFA).
Alan works in our Birmingham location and lives in Hoover. Away from the office, you can generally find Alan outdoors somewhere. He enjoys spending his time fishing, golfing, hiking, and playing tennis. He is also an avid supporter of everything Crimson Tide.