Alan is a success oriented person focused on meeting his clients’ needs. Prior to joining West Advisory Group, Alan was an Investment Advisor Representative with PNC Wealth Management where he developed and executed tailored investment strategies for clients. He was responsible for managing over $250MM clients’ assets including complex fiduciary, agency and individual retirement accounts, as well as alternative investment solutions. Before this, Alan’s experience was with PNC Investments as a Financial Specialist in the bank’s branches. He consulted on investment and insurance strategies, as well as developing financial plans for clients.
Alan started his career in the financial services industry with Morgan Stanley Smith Barney as a Financial Advisor. He helped his clients to achieve their financial goals by listening to his clients’ needs and tailoring portfolios to meet these needs.
Alan’s educational background includes a B.S. in Agribusiness Management from Pennsylvania State University and a Master’s in Business Administration from Carlow University. Alan serves as a board member for his communities’ homeowner’s association. In his free time, he enjoys playing ice hockey and fishing.