Alan is a Managing Director and Partner with CRT Private Wealth Management, an affiliate of Oxford Harriman & Company in the Fairfield, New Jersey office.

Alan has enjoyed a successful career in finance. He possesses extensive experience working with corporate executives, entrepreneurs, and high net worth families to help grow their wealth and achieve their financial goals. Alan’s experience, integrity, and objective advice bring value to each relationship.
Alan started his career in 1985 as an internal auditor for Drexel Burnham Lambert. In 1987, he became a financial advisor with Merrill Lynch & company, and has been and advisor at Smith Barney, Morgan Stanley, and Wells Fargo Advisors.

Prior to joining CRT and Oxford Harriman & Company, Alan was the President of Marathon Financial, which he founded in 2012.

Alan graduated from SUNY Binghamton with a degree in accounting and became a CPA in 1985. He also earned his MBA from the Stern School of Business at New York University.

Alan has been married to his wife Sabrina since 1987 and they have two daughters. He enjoys fitness and staying in shape and completed two Ironman triathlons and numerous marathons including New York, Boston, Chicago, Athens, and Berlin. Alan is working to complete the “6 Majors” adding Tokyo and London in the future.