Profil
S.
Alan McKnight is currently the Director at Alliance Theatre, Chief Investment Officer at Regions Bank, and a Member at CFA Institute.
Previously, he worked as a Partner & Director at Balentine LLC, Chief Investment Officer at Suntrust Investment Services, Inc., Portfolio Manager at Morgan Stanley & Co. LLC, and Analyst at Wachovia Securities LLC.
He holds an MBA from The University of Texas at Austin and an undergraduate degree from Washington & Lee University.
Postes actifs de S. Alan McKnight
| Sociétés | Poste | Début |
|---|---|---|
Regions Bank
Regions Bank Regional BanksFinance Operates as a state chartered commercial bank | Directeur en chef des Investissements | 01/03/2015 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Alliance Theatre
Alliance Theatre Media ConglomeratesConsumer Services Operates musical theater | Directeur/Membre du Conseil | - |
Anciens postes connus de S. Alan McKnight
| Sociétés | Poste | Fin |
|---|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services (STIS) generally believes that a diversified asset allocation strategy is the best approach to maximize clients' returns while minimizing risk across market cycles. The firm provides wealth accumulation services including financial planning, asset management consulting, mutual funds, annuities, educational planning and lending and financing solutions. They also offer wealth preservation services including estate planning, alternative investments and hedging and monetization strategies. The firm's wealth transition services include charitable giving, exchange funds and business succession planning. They offer corporate services including employee benefits, liquidity management, share repurchase programs and corporate lending. STIS' executive services include compensation plans, advisory services, restricted stock and trading plans. The firm also offers a variety of corporate growth strategies. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine aims to provide objective counsel and to protect and grow clients’ wealth. The firm takes a holistic and risk-based approach to asset categorization. They use both active and passive solutions to implement its investment advice. Working with each client, Balentine seeks to determine an appropriate allocation of the client’s invested assets among different asset classes, and in turn may select one or more third-party money managers or index funds which specialize in each of those asset classes. | Gestionnaire de Portefeuille-Actions | - |
Formation de S. Alan McKnight
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services (STIS) generally believes that a diversified asset allocation strategy is the best approach to maximize clients' returns while minimizing risk across market cycles. The firm provides wealth accumulation services including financial planning, asset management consulting, mutual funds, annuities, educational planning and lending and financing solutions. They also offer wealth preservation services including estate planning, alternative investments and hedging and monetization strategies. The firm's wealth transition services include charitable giving, exchange funds and business succession planning. They offer corporate services including employee benefits, liquidity management, share repurchase programs and corporate lending. STIS' executive services include compensation plans, advisory services, restricted stock and trading plans. The firm also offers a variety of corporate growth strategies. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Regions Bank
Regions Bank Regional BanksFinance Operates as a state chartered commercial bank | Finance |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington & Lee University
Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Alliance Theatre
Alliance Theatre Media ConglomeratesConsumer Services Operates musical theater | Consumer Services |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine aims to provide objective counsel and to protect and grow clients’ wealth. The firm takes a holistic and risk-based approach to asset categorization. They use both active and passive solutions to implement its investment advice. Working with each client, Balentine seeks to determine an appropriate allocation of the client’s invested assets among different asset classes, and in turn may select one or more third-party money managers or index funds which specialize in each of those asset classes. | Finance |
















