Alan has over 25 years experience in the financial services industry, including as a founder and CEO of Forward, which manages over $5 billion in a diverse investment product set offered to individual investors, financial advisors and institutions. While at Forward, Alan also built and spun off an ancillary business, ReFlow, which pioneered solutions aiming to protect mutual fund investors from damaging effects of shareholder flows.
Alan was previously Executive Director of Private Wealth Management at Morgan Stanley, designing the firm’s data aggregation strategy. While Senior Vice President at Morgan Stanley Online, Alan expanded the firm’s external infrastructure and helped win top scores for customer service delivery. Alan is a member of the Board of Governors of the Investment Company Institute (ICI) and is currently on the board of FOLIOfn.