Alan has over 25 years of experience in a range of industries from financial planning to consumer products manufacturing. Prior to founding Generation Capital Group, Alan was CEO of Artcraft WireWorks/Artwire, a manufacturer of metal and wire products. At Artwire he developed strategies, products and manufacturing procedures to grow a regional supplier to the 5th largest recognized national brand of products for storage and organizational alongside firms as Rubbermaid, Taymor, Closet Maid and Sterilite.
Alan has extensive experience in product design (holds 5 design patents) production layout, marketing and financial control (budgeting and forecasting). For over the past ten (10) years starting with Morgan Stanley, Alan has focused on assisting business owners and families with strategies for asset transition and wealth management to enable financial independence in retirement and estate planning.
Alan has a Masters in Business Administration in Finance. Alan is a graduate of Albright College with a BA, Urban Affairs/Political Science. Graduated La Salle University with an MBA Finance, and has a Certificate from Fairleigh Dickinson University Financial Planning where he has completed additional coursework in Financial Planning. He holds a Series 7, 66 through LPL Financial, along with Life & Health with LTC license. A committed member of his local community he has served on various boards and charities. Alan has served on the Board of Trustees of the Stony Brook School in Stony Brook LI serving as Chair of the Finance Committee and Vice Chair of the Board. He was formally on the Finance Committee at the Food Bank of South Jersey.
Alan and his wife reside in Merchantville, NJ, father of 3 grown children and devoted grandfather to 6. He had the opportunity to travel the world during Artwires growth in manufacturing. His competence and experience as a start-up to middle market business owner lends itself to his client’s needs in a variety of ways through his networking of banking, lending and insurance colleagues to augment his own planning, investment and business expertise. When not working he enjoys collecting and repairing antique cars, sport fishing and golf.
Generation Capital Group was founded to bring together professionals with diverse experience in addressing the variety of issues that families encounter as they progress through the various life stages from wealth accumulation, income planning and income distribution.