MD Financial Management
Alan Chow, CFA, MBA, CFP, is a seasoned financial professional with extensive experience in portfolio management and financial planning. Currently serving as Senior Portfolio Manager at MD Physician Services since August 2011, Alan has a strong track record of managing assets for high net worth clients and developing comprehensive financial models to assist in retirement forecasting. Prior to this role, Alan worked as an Associate Portfolio Manager at Foyston, Gordon & Payne, where responsibilities included monitoring $800 million in assets and enhancing operational efficiencies. Educational qualifications include a BBA in Finance, an MBA in Strategic Management, and designations as a CFA and CFP.
This person is not in any offices
MD Financial Management
1 followers
MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services.