Alan has spent the better part of three decades as an investor and business strategist. His best days consist of exploring markets, strategizing with leadership teams, and investing capital in both businesses and community organizations. Alan is currently focused on deploying capital (debt and ...more

Alan has spent the better part of three decades as an investor and business strategist. His best days consist of exploring markets, strategizing with leadership teams, and investing capital in both businesses and community organizations. Alan is currently focused on deploying capital (debt and equity) through two funds while continuing his philanthropic work advising on and investing in not-for-profit organizations. Formerly the portfolio manager at a private hedge fund, Alan has extensive expertise in organizational leadership and strategy, fundamental business analysis, macroeconomics, hedging, and tactical trading. In what now seems like a lifetime ago, he was part of the team that built a nationally-recognized wealth management firm. That firm would go on to be acquired by a private equity fund and then eventually a publicly-traded company. Alan has been listed in Robb Report Worth magazine as one of the Nation’s 100 Most Exclusive Wealth Advisors. He earned undergraduate and graduate business degrees at the University of Georgia and started his career as a CPA at EY. Alan is the author of The Eternity Portfolio, Illuminated, a groundbreaking guide to faith-based philanthropy, and has served a number of community organizations on a volunteer basis. He and his wife Melissa have built their life together for over 30 years now and have three children and two grandchildren. Specialties: Multi-disciplinary investment strategy, macroeconomics, business strategy, tactical trading, value investing, entrepreneurship, philanthropyless