Great Gray Trust Company
Alan Wan is an experienced finance professional currently serving as an Operations Analyst at Great Gray Trust Company since December 2023. Prior to this role, Alan worked at BNY Mellon from March 2005 to January 2024, progressing to Senior Performance Analyst III, where responsibilities included creating workflow processes, managing performance reporting, and training users on new processes. Earlier positions included Lead Analyst and Senior Pricing Systems Analyst, focusing on operational procedures for pricing and overseeing Fair Value processes. Alan's career began at Delaware Investments, where roles spanned from Trade Systems Analyst to Investment Accountant II, alongside earlier experience as an Underwriter at AIG. Alan earned a Bachelor of Science in Finance from Saint Joseph's University in 1999.
Great Gray Trust Company
Great Gray is a leader in the collective investment trust (CIT) market with over $143 billion in collective investment fund assets, across funds managed by 70+ sub-advisors and maintains trading agreements with 40 trading platforms that access 200+ recordkeepers as of 9/30/23. We offer CITs across platforms representing most investment style categories including target-date and hard-asset funds. CITs are listed on NASDAQ and are valued daily; in fact, our President & CEO, Rob Barnett, was the first to enhance CIT transparency by listing 625+ searchable tickers through the Nasdaq Fund Network (NFN). Our legacy originated with Great Gray's predecessor (Wilmington Trust), a venerable institution steeped in fiduciary heritage. This foundation enabled us to be laser-focused on the future of CITs, while delivering industry-leading solutions and service as Great Gray. Innovation drives us. While fiduciary strength and expertise is in our DNA, it is our technological strength and innovative thinking that differentiates us from the rest. We take pride in being pioneers in the industry showcasing first-of-its-kind technological advances, such as boardingpass™, an innovative solution for streamlining CIT onboarding. Great Gray is focused on taking a modernized and fresh approach to developing innovative solutions for our clients that drive results. In fact, the great gray owl itself was meticulously selected to align with our organization — resilient, powerful, stable, decisive, a bit enigmatic, and a stronghold in the wild.