Profiel
Mr. Alan Sislen is a Director at Placemark Investments, Inc. He was the president of Managed Account Perspectives, LLC, a consulting firm that provided executive-level strategic consulting on the managed account business to asset management firms, program sponsors and money managers.
Previously, Mr. Sislen worked at Merrill Lynch for over 30 years, where for 10 years he was first vice president and senior director of the Investment Consulting Group, Merrill's separately managed account group.
In that capacity he was responsible for several investment programs, including ML Consults, Mutual Fund Advisor, Strategic Portfolio Advisor and Personal Investment Advisory.
He also served as branch manager for Merrill Lynch's Chicago, Washington, D.C.
and Tysons Corner, Va., offices and was also national sales manager for the company's retail sales force.
Mr. Sislen has also served on the Professional Advisory Council of the Investment Management Consultants Association (IMCA), and on the board of directors of the Money Management Institute (MMI).
He also received the Managed Account Pioneer Award from MMI in 2000.
Eerdere bekende functies van Alan Sislen
| Bedrijven | Functie | Einde |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Placemark Investments, Inc.
 Placemark Investments, Inc. Investment ManagersFinance Founded in 1999, Placemark Investments, Inc. is a registered investment advisor located in Addison, Texas. The firm is a subsidiary of Placemark Holdings, Inc.. They serve as an overlay portfolio manager for enabling Unified Managed Account programs. They work with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Their customized investment solutions are designed to financial advisors to deliver superior service to high net-worth clients. | Corporate Officer/Principal | - |
Opleiding van Alan Sislen
| Syracuse University | Undergraduate Degree |
| George Washington University | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Placemark Investments, Inc.
Placemark Investments, Inc. Investment ManagersFinance Founded in 1999, Placemark Investments, Inc. is a registered investment advisor located in Addison, Texas. The firm is a subsidiary of Placemark Holdings, Inc.. They serve as an overlay portfolio manager for enabling Unified Managed Account programs. They work with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Their customized investment solutions are designed to financial advisors to deliver superior service to high net-worth clients. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
