Robert E. Alan

Robert is the consultant relationship director for North America at Insight Investment in New York. Prior to joining Insight Investments, he served as the head of North America Consultant Relations at Putnam Investments where he was responsible for managing consultant relationships across the U.S. Skilled in investment management and client relations, Robert has held numerous roles in the financial services sector since 1991 at companies including Cutwater Asset Management, Putnam Investments, Babson Capital Management and Fidelity Institutional Asset Management. Robert holds a Bachelor of Science in Finance from Bentley and an MBA in Management from New York University’s Leonard N. Stern School of Business. He has served on the board of trustees since 2012.


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