Alan is an experienced professional with more than 11 years in the financial services industry. He has served as Director of Client Relations for a local Private Equity firm, and as a Wealth Advisor for a National Trust Bank, advising high net worth families and individuals as they seek to preserve, grow, and transition wealth. As a Lead Advisor, Alan firmly believes that the key to helping clients achieve their goals and objectives is found in the holistic team approach that Cable Hill offers.
Alan enjoys playing cards and socializing with friends at the University Club of Portland. He is a Patron Member of the Portland Art Museum and spends most weekends on the Oregon Coast reading and playing golf.