Alan is one of the newest members of Equinox Financial Partners, but certainly not new to financial services. In 1992 after attending the University of Maryland, College Park where he focused on business and Finance he went to work for D.H. Blair & Company an investment Bank on Wall Street specializing in equity structures. It was at D. H. Blair & Co. that he obtained his Series 7, 6 & 63 licenses allowing him to provide for clients in the life, health and investment industries. After leaving D.H. Blair, Alan honed his skills and acquired even more knowledge partnering as an advisor with some of this country’s best know financial institutions.
As a member of Equinox Financial Partners, Alan looks to his over 25 years of experience to provide clients education and advice on the accumulation of wealth while protecting their investments and families from unforeseen circumstances. Alan feels strongly that it is important to listen to his client’s needs and objectives and design a transparent financial plan to address their specific goals.
Alan is an avid runner, with bragging rights to running the New York Marathon in 2003 and 2018. He lives with Baxter his Bernese Mountain Dog.