Experience & Expertise
Alan is a Financial Associate in the firm’s Institutional Client Group. He works closely with Relationship Managers and Advisors to provide excellent service to institutional clients and their retirement plans. Alan spent a year as an intern with Greenspring assisting multiple practice groups before joining the Institutional team full time.
Favorite Thing About Working With Clients
“I think meeting new clients and establishing true relationships to make sure they get the most out of me. Understanding the needs of each client allows me to add the most value to them as possible. When there is a genuine relationship with the client everyone wins.”
My Philosophy On Client Service
“To listen to every client’s needs. They should know they are heard and that we truly care about their wellbeing. Putting all this together the goal is to provide peace of mind.”