Agency Director - Investments
As the Head of the Investment Department, Alan is responsible for helping advisors and sales managers meet client investment goals and objectives. Before joining Baystate, Alan was a Director of National Sales for the Broker-Dealer Group where he specialized in helping advisors develop the techniques and skills to become the best in the business, and arm them with a wide array of business-building solutions and strategies to solve specific client problems.
Alan has 20 years of professional sales and management experience that began in asset management, and has culminated for the last 18 years with a variety of sales and marketing roles in the development and management of the broker dealer.
Alan holds a Bachelor of Art degree from Salve Regina University, and holds his Series 7 and 24 Licenses. He was born and raised in the Boston area, and during his free time enjoys skiing, golfing and following the financial markets. Alan lives in Westwood with his wife Maureen and his three children, Sarah, Katie and Jack.