Alan graduated in 1992 from the University of Wisconsin-Madison with a degree in Finance. He has over 25 Years of experience in the securities industry in various capacities with highly respected global banks and brokerage firms. He began his career with Bear Stearns in 1994 on the institutional side of both fixed income and equities in Chicago and New York. In 1997 he joined Mesirow Financial in Chicago as a trader in the fixed income department specializing in government, corporate, and municipal bonds. From there, Alan traded risk arbitrage for proprietary firms, concluding with his own firm, Virgin Trading, until 2003. At that point Alan decided to focus his career in wealth management by building relationships with business owners, corporate executives, retirees, and families in need of assistance with holistic asset allocation; focusing on traditional stocks and bonds, as well as alternatives including hedge funds and private equity. From 2003 through 2018 Alan’s investment management experiences were vast, including time with Morgan Stanley, Deutsche Bank, Credit Suisse, and most recently with Wells Fargo. After spending over 15 years in a traditional brokerage environment, Alan recently decided his clients would be much better served in a fiduciary capacity and Co-Founded Trails Edge Wealth Advisers with Shelley.