About Alan
Serving the Grand Rapids area, Alan provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Alan works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Alan is a Vice President and Senior Portfolio Manager with Fifth Third’s Private Bank. His background emphasizes fixed income and includes oversight of corporate credit research nationally, managing over $1.3B of individual fixed income securities, and model development for capital market assumptions. Alan’s experience spans over a decade as chair of fixed income tactical allocations covering high quality US, developed international, emerging, high yield, Treasury inflation protected securities, and floating rate bank loan markets. He served as a key architect in establishing Fifth Third Bank’s existing core bond strategies and provided market commentary for Fifth Third’s private client and institutional portfolio management teams.
Alan joined Fifth Third’s Private Bank in 2008, transitioned to the bank’s Wealth and Asset Management’s national Fixed Income Strategies team in 2010, and rejoined Fifth Third’s Private Bank in 2022 where his depth of experience is a notable benefit for clients.
Alan joined Fifth Third’s Private Bank in 2008, transitioned to the bank’s Wealth and Asset Management’s national Fixed Income Strategies team in 2010, and rejoined Fifth Third’s Private Bank in 2022 where his depth of experience is a notable benefit for clients.
Education
Alan obtained a B.B.A. in Finance from Grand Valley State University in 2008 where he also teaches investment planning as an adjunct instructor. He obtained his CFA designation in 2012 and is an active member of the CFA West Michigan Society, having previously served as President and in various other leadership roles.
Licenses & Professional Designations
- Chartered Financial Analyst
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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