Alan is responsible for managed investments research for Mariner Wealth Advisors and oversees management of the firm’s internally managed model portfolios.
Before joining Mariner Wealth Advisors, Alan was the chief investment officer at Cornerstone Wealth Management where he managed a fee-based advisory platform. Prior to that, he was the chief market strategist at Edward Jones where he served on the firm’s Investment Policy Committee and helped launch Advisory Solutions. In addition to his work at Cornerstone and Edward Jones, Alan has taught classes in retirement planning at the University of Missouri.
He has a bachelor’s degree in business administration from the University of Missouri-St Louis, and an MBA from Washington University in St. Louis.
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