Alan Lipkin

Alan Lipkin is a finance professional with experience spanning various roles in reputable organizations. Currently serving as an Associate at Performance Trust Capital Partners since October 2025, Alan previously held the position of Senior Analyst at Neuberger Berman from September 2022 to October 2025. Alan's career began at U.S. Bank as a CDO Portfolio Administrator I from June 2021 to September 2022 and included a role as a Finance Intern at LCM Capital Management, Inc. earlier in 2021. Additionally, Alan gained foundational experience through positions at Iowa Wesleyan University as a Business Department Assistant and Advancement Assistant, and worked as a Store Associate at Macy's. A Bachelor of Science in Business Administration with a concentration in Finance and Management was earned from Iowa Wesleyan University from 2017 to 2021, following a high school diploma from Niles North High School.