With more than 20 years of proven investment experience, Alan manages relationships and portfolios for high-net-worth individuals and institutional clients. He shares responsibility for the development and oversight of investment strategy and process at the firm and is a member of the Global Thematic Investment Team. Prior to joining Chevy Chase Trust, Alan was President and Chairman of Asset Management, Inc., an independent investment management company with over $1 billion in assets under management. He managed the company through a successful sale and integration with Chevy Chase Trust. Before that, he managed the Equity Investment Strategy and Research Initiatives at Asset Management,