Alan oversees the firm’s investment management services, and finances, while working with Stephen on strategic planning and the growth of Sage’s advisory service offerings. He has over 30 years in the financial services industry and has been named one of the most influential people in the investment world by The Wall Street Journal and SmartMoney Magazine, one of the top 40 business leaders under the age of 40 by the Philadelphia Business Journal, and was recognized by Philadelphia Magazine as one of “100 People to Watch.” He is co-author of The Sage Guide to Mutual Funds (HarperCollins). Alan is regularly recognized as a FIVE STAR WEALTH MANAGER by Philadelphia Magazine.
Alan graduated magna cum laude from the University of Delaware with a B.S. in Finance and attended the University of Pennsylvania’s Wharton Executive MBA program.
Alan is an active member of the Ben Franklin Technology Partners’ Board of Directors, the Jewish Federation of Greater Philadelphia Investment Committee, and the Philadelphia Youth Basketball Development Committee. He lives in Penn Valley with his wife, Darlene, and two of their four children (two sets of twins). He loves to spend time with his family, to read, listen to music, play tennis, and travel.
What do you love most about Sage?
That we are a team of hard-working, highly ethical people driven to help our clients achieve their financial and personal goals and to make the world a better place.
How should people think about their wealth or investing?
Like a fine wine, investments require careful selection and take time to mature. When they are ready to be appreciated, they are very satisfying.