Director, Operations and Client Service
Alan joins WW with a diverse wealth of financial services experience. As the director of operations and client services, Alan plays a pivotal role in timely implementing and managing all administrative aspects of client portfolios.
Alan has an extensive and diverse family office and advisory experience. He has been an advisor, a chief compliance officer, and a chief operating officer of an RIA. Most recently, he served as the Director of Investment Services at Schechter Investment Advisors.
“A key to positive results for clients is to define well short-term and long-term objectives. However, equally important is a well-crafted, adaptable, and tested means to meet client objectives; this is client portfolio and investment administration. I am happy to join WW, which shares my passion and vision for client and business operations.”
Outside of WW, Alan is an avid musician and is often be heard practicing and increasing his repertoire in and around Brookline, MA.