- Manage customized municipal bond portfolios for individuals and corporations
- Wealth management and portfolio strategies for individuals
- B. Riley Wealth Management, since 2009
- 13 years in industry
- Mississippi State
- MBA, University of Tennessee
Alan joined B. Riley Wealth Management as a Financial Advisor in 2009. He provides comprehensive financial planning and asset management with a focus in building municipal bond portfolios. Alan works with individuals to match their investment portfolio with their risk tolerance to maximize the creation and preservation of wealth. He manages investments including stocks, bonds, mutual funds, ETFs, closed-end funds and separately managed accounts.