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Alan is the Managing Director and Chief Investment Officer of TriniD Capital, a private investment company based in Atlanta, Georgia. TriniD Capital focuses on a long-biased, private approach to investing capital at the intersection of business strategy and behavioral economics. Formerly the President of Brightworth, Alan was part of the leadership team that built Brightworth into a nationally recognized fee-only wealth management firm. He served on the firm's investment committee, and as personal advisor for business owners and wealthy families, Alan has been recognized in Robb Report Worth magazine as one of the Nation's 100 Most Exclusive Wealth Advisors.
Alan earned undergraduate and graduate business degrees at the University of Georgia. He also completed the IMCAź Investment Analyst Program at the Wharton School of Business and is a Certified Investment Management Analyst. Before joining Brightworth, Alan began his career as a Certified Public Accountant in the San Jose, California, and then Atlanta offices of Ernst & Young, LLP.
Alan is the author of a book on faith-based philanthropy entitled The Eternity Portfolio, and is currently on the board of one nonprofit organization. He provides strategic planning services to several local and national nonprofit organizations on a volunteer basis. Alan and his wife Melissa have three children and live in Roswell, Georgia. A lifelong football fan, Alan also enjoys golf and fishing with family and friends. |
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