PROFESSIONAL ACCOMPLISHMENTS
AWARDS
- Five Star Wealth Manager award winner 2012-2020
- Madison named to the 2020 edition of Financial Times 300 Top Registered Investment Advisers
- Madison named to the 2019 edition of Financial Advisors Top 50 Fastest Growing Firms in nation
- Madison named a top RIA in Cincinnati for several years in a row by online news media site AdvisoryHQ, who independently researches and ranks financial advisory and wealth management firms
- Please see disclosure language for each award on http://www.madisonadvisors.com/important-disclosure-information/
ACCREDITATIONS
- CFA
- M.A. International Economics, Johns Hopkins
- Member of the CFA Institute and the CFA Society of Cincinnati
EXPERIENCE & EDUCATION
Alan, a Chartered Financial Analyst (CFA), has more than 25 years of experience in providing financial advice to private and institutional clients. Prior to joining Madison, Alan was Vice President and Managing Director at Provident Bank where he built a profitable lending and investment portfolio. Other experience includes serving as a Vice President at Creditanstalt in New York and Vienna, Austria. Alan began his career with the Irving Trust Bank (New York) upon graduating with an M.A. in International Economics from Johns Hopkins University (Washington D.C./ Bologna, Italy). Alan is a member of the CFA Institute and the CFA Society of Cincinnati, and a former member of the TIAA-CREF Board of Financial Advisors.
Alan earned his B.A. in economics from the University of Nebraska. He is a board member of the Dan Beard Council, Boy Scouts of America and serves on the Athletic Boosters Board of Mariemont Schools. Alan is also a member of the Investment Advisory Committee of the Episcopal Church of the Redeemer. Several endowment funds have elected Alan to serve as Trustee.