Areas of expertise
Dealing desk; execution-only; private client investment management.
Alan joined Smith & Williamson in 1980 and was part of the firm’s dealing team. He was a senior multi-asset dealer for 15 years and head of dealing, Belfast, from 2005 to 2010.
He was appointed associate director in 2008.
Alan assists with the management of private and charitable client discretionary portfolios as part of Chris O’Neill’s team.
Chartered Member of the Chartered Institute for Securities & Investment (CISI).