Alan is a co-founder of Thinkshop Advisors LLC. He holds a Series 65 designation, and dual titles of Chief Operating Officer and Chief Compliance Officer. Alan’s responsibilities include overseeing daily business operations and legal matters, investor relations and internal and financial industry regulatory compliance matters
He has been actively engaged in the equity markets for the past 30 years. Alan has a unique perspective on the psychology of finance... (login for more professional bio)