Profiel
Mr. Alan S.
Fields is a Managing Director at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
He is also a Senior Client Relationship Manager of the firm.
He joined the firm in March 2004.
Prior to joining AT Investment Advisers in March 2004, Mr. Fields served as Chairman of the Private Client Group at Harbor Capital Management, a company he founded in 1979.
Previously, he served as an Officer and Portfolio Manager with Phoenix Investment Counsel of Boston.
Prior to joining Phoenix, he served as a Portfolio Manager with Hornblower Asset Management.
He began his career as a Research Analyst with Manufacturers Hanover Trust Company.
He is an active member of the Boston Community where he serves as Director of the Josiah W.
Hayden Recreational Centre, Trustee of the Town of Lexington Retirement Fund, Chairman of the Trustees of Public Trusts in Lexington, and as Treasurer of the Cary Memorial Foundation.
Additionally, Mr. Fields serves as a member of the Boston Committee on Foreign Relations and on the Investment Committees of both Wellesley College and Combined Jewish Philanthropies.
Mr. Fields received a Bachelor of Arts and a Master of Business Administration from the University of North Carolina at Chapel Hill.
Eerdere bekende functies van Alan S. Fields
Bedrijven | Functie | Einde |
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Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management USA, Inc. operated as a hedge fund manager and registered investment advisor. The firm offered investment management services to institutional and retail clients around the world. Its investment offerings included a wide variety of actively-managed equity and fixed-income portfolios. The company was founded in 1979 and was headquartered in Boston, MA. | Voorzitter | - |
Wellesley College | Corporate Officer/Principal | - |
Manufacturers Hanover Trust Co. | Corporate Officer/Principal | - |
Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Alan S. Fields
The University of North Carolina at Asheville | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 3 |
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Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Finance |
Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management USA, Inc. operated as a hedge fund manager and registered investment advisor. The firm offered investment management services to institutional and retail clients around the world. Its investment offerings included a wide variety of actively-managed equity and fixed-income portfolios. The company was founded in 1979 and was headquartered in Boston, MA. | Finance |
Manufacturers Hanover Trust Co. | Finance |