Alan Stevens – Managing Director, Head of Research and Portfolio Management

A graduate of Lake Forest College, Harvard Business School and Stanford University Executive Education, Alan Stevens draws on over 20 years of investment, financial and management experience in advising clients.

Alan began his professional career in the Global Trading Division at Continental Bank, then one of only two money center banks in Chicago, where he worked on the loan syndication, asset-backed security and private placement desks. Other relevant experience includes serving as a Vice President with First Union, and as founder and President of Keystone Portfolio Management, an investment management firm specializing in distressed securities.

Most recently, Alan spent three years abroad in Dubai and Kuwait, where he advised a billionaire family and served briefly as Chief Operating Officer and as interim Chief Financial Officer for their various holdings, managing 600 employees in eight countries. In these positions he increased earnings over 40%, resulting in an investment from a major private equity firm.