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


Alan Simpson
Managing Partner
Pension & Wealth Management Advisors
United States, Massachusetts, Waltham
About Me
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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