Alan Schlanger

Financial Associate

Experience & Expertise

Alan is a Financial Associate in the firm’s Institutional Client Group.  He works closely with Relationship Managers and Advisors to provide superior 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.

Get Better Acquainted With Alan

Favorite Thing About Working With Clients

“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. The goal is to provide peace of mind.”

B.B.A. in Finance from Loyola University Maryland
Series 65
Club Basketball Captain
Toms River, NJ
Loyola University Maryland
No Kid Hungry
Health / Fitness
Master Your Craft
What I Love about Greenspring

"The people. From my first day as an intern at Greenspring everyone has welcomed me with open arms. The way people go the extra mile to make sure I am set up for success is even more impressive when I get to see them apply it to our clients."

Recent Insights

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man and woman working in the office. collaborative teamwork.

2022 Compliance Calendar for 401(k) Plans