Alan S. Fields

Managing Director

Atlantic Trust

United States

Professional Summary

Alan Fields is Managing Director at Atlantic Trust. She has over 40 years of experience serving high net worth and eleemosynary clients, most recently with Harbor Capital Management, a company he founded in 1979. With Harbor Capital Management, he served as Chairman of the private client group. Alan is a senior relationship manager, responsible for helping individuals and their families, endowments, and foundations define financial and investment goals and implement strategies to reach them. He previously served as an officer and portfolio manager with Phoenix Investment Counsel of Boston and as a portfolio manager with Hornblower Asset Management. He began his career as a research analyst with Manufacturers Hanover Trust Company and attributes his success to being passionate about the investment profession and having respect for his clients and colleagues. Alan has an MBA in Finance from the University of North Carolina at Chapel Hill, Kenan-Flagler Business School. He enjoys contributing to the Center of Jewish Studies, Chapel Hill.

Skills

Specialization

Investment Management; Managing Assets; Finance