As the fixed income manager, Alan oversees all aspects of the development and implementation of our fixed income portfolio strategies. With over 25 years in experience managing fixed income portfolios, he is responsible for the day-to-day activities of managing our clients’ income portfolios and providing cash flow planning. Alan is extensively involved in trading securities, providing retirement planning insights, researching investments, and conducting on-going portfolio due diligence. In addition, he is involved in the firms marketing and client communication efforts. Prior to founding Alder, Alan had developed his financial experience by working as a financial analyst and a Vice Presi