Biography

Alan has practiced public accounting since joining the firm in 2006 after two years in industry. He has dedicated himself to providing exceptional audit services to financial service companies, primarily broker dealers, asset managers, registered investment advisers, and various pooled investment vehicles including hedge funds, venture capital funds, real estate funds, and private equity funds. For the last five years, Alan has also developed expertise in the high technology field, providing audit services to start-up, small and midsize companies.

Alan's professional experience includes providing financial statement audits, reviews and compilations, developing accounting policies and internal control processes, and analyzing risk and presenting opportunities to improve operations, controls and financial reporting capabilities to controllers, CFOs and business owners.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Texas Society of Certified Public Accountants

Education

  • BA, economics and mathematics, Colby College