![Alan Joseph Brod](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alan Joseph Brod
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Profil
Alan Joseph Brod worked as a Senior Managing Director at KLS Professional Advisors Group LLC from 1991 to 2019.
Prior to that, he worked as a First Vice President at Shearson Lehman Brothers Holdings, Inc. in 1991 and as a Tax Manager at Touche Ross & Co. in 1986.
Brod received his undergraduate degree from New York University in 1975, his law degree from the University of Miami School of Law in 1978, and his graduate degree from New York University in 1982.
Anciens postes connus de Alan Joseph Brod
| Sociétés | Poste | Fin |
|---|---|---|
KLS Professional Advisors Group LLC
 KLS Professional Advisors Group LLC Investment ManagersFinance KLS Professional Advisors Group focuses on the rationalization of risk and reward among classes of investment assets in relation to a client’s personal financial circumstances. The firm primarily allocates client investment assets among various ETFs, public mutual funds, bonds, and cash equivalent securities. To a lesser extent, the firm may recommend the allocation of client investment assets to a third-party advisor who sponsors financial products such as wrap fee programs. KLS offers advice on all types of partnership investments when requested to do so by clients, including real estate, private equity hedge funds, oil & gas, cable television, movies, leasing, operating businesses and other partnerships. KLS does not generally invest in commodity transactions or future contracts. | Membre du Comité d'Investissement | 18/09/2019 |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services | Corporate Officer/Principal | 30/04/1991 |
Touche Ross & Co. | Corporate Officer/Principal | 31/12/1986 |
Formation de Alan Joseph Brod
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services | Finance |
KLS Professional Advisors Group LLC
KLS Professional Advisors Group LLC Investment ManagersFinance KLS Professional Advisors Group focuses on the rationalization of risk and reward among classes of investment assets in relation to a client’s personal financial circumstances. The firm primarily allocates client investment assets among various ETFs, public mutual funds, bonds, and cash equivalent securities. To a lesser extent, the firm may recommend the allocation of client investment assets to a third-party advisor who sponsors financial products such as wrap fee programs. KLS offers advice on all types of partnership investments when requested to do so by clients, including real estate, private equity hedge funds, oil & gas, cable television, movies, leasing, operating businesses and other partnerships. KLS does not generally invest in commodity transactions or future contracts. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Touche Ross & Co. | Commercial Services |
University of Miami School of Law
 University of Miami School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
