CoverProfile

Alan Simpson

Managing Partner

Pension & Wealth Management Advisors

United States, Massachusetts, Waltham

About Me

Alan C. Simpson is a managing partner of Pension & Wealth Management and has worked in the investment business since 1975. Prior to establishing his own business in 1995, he was a senior portfolio manager for Boston Safe Deposit and Trust Company. Before joining Boston Safe he was the Director of International Investments at Rhode Island Hospital Trust. Previously, Alan was an Assistant Professor of Finance at Clark University’s Graduate School of Management. He began his investment career with State Street Bank and Trust as an equity research analyst and quantitative research assistant. Alan completed his B.S. in Mathematics/Economics at the University of New Hampshire, his Ph.D. in

View more

Profile Information

Managing Partner

Pension & Wealth Management Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Waltham

Massachusetts

United States

Oct 14, 2024

Work Experience

Pension & Wealth Management Advisors

Managing Partner
Jan 1975 - Present
Email: alan@pensionwealth.com

More profiles to browse

MM
Mark Majka
Chief Investment Officer
Profile Photo
Frederick F. Sears
Senior Portfolio Manager
BT
Brian T. Gasbarro
Managing Partner, Retirement Plan Management & Advisory
Profile Photo
Neil Mcinnis
Managing Partner and Co-Founder

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc