CoverProfile

Alan Harter

CEO and Founder

Pactolus LLC

United States, Virginia, Vienna

About Me

Alan Harter has over three decades of experience in financial services at some of the world’s largest and most reputable financial institutions. Over the last decade, Alan has focused exclusively on working with families within the ultra-high net worth space. This has given him an informed perspective on the comprehensive needs these families have in managing their wealth, lifestyle, and most importantly, shaping their legacy. Alan founded Pactolus in 2011 to create a knowledge-sharing and solutions platform for select like-minded accomplished entrepreneurs and their families. The Pactolus club structure is underpinned by a foundation that enables and encourages families to source and cro

View more

Profile Information

CEO and Founder

Pactolus LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Vienna

Virginia

United States

Sep 25, 2024

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Dennis Hanson
Principal
Jamison Hanson