Alan Rosenfield

Alan E. Rosenfield

Managing Director
Portfolio Management Team
Investment Committee

“We address our clients’ financial challenges by providing access to our entire team and our business network. Access isn’t based on the size of your assets but by the elite status of being our client.”

  • 36 years of experience
  • Former #1 ranked mutual fund manager by Morningstar and Lipper
  • Extensive public speaking, television and print interview and writing on various investment topics and strategies, quoted in BusinessWeek, Barron’s, Investor’s Business Daily, and USA Today
  • Competitive archer & coach