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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

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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

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