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Perfil
Mr. Alan S.
Fields is a Managing Director at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
He is also a Senior Client Relationship Manager of the firm.
He joined the firm in March 2004.
Prior to joining AT Investment Advisers in March 2004, Mr. Fields served as Chairman of the Private Client Group at Harbor Capital Management, a company he founded in 1979.
Previously, he served as an Officer and Portfolio Manager with Phoenix Investment Counsel of Boston.
Prior to joining Phoenix, he served as a Portfolio Manager with Hornblower Asset Management.
He began his career as a Research Analyst with Manufacturers Hanover Trust Company.
He is an active member of the Boston Community where he serves as Director of the Josiah W.
Hayden Recreational Centre, Trustee of the Town of Lexington Retirement Fund, Chairman of the Trustees of Public Trusts in Lexington, and as Treasurer of the Cary Memorial Foundation.
Additionally, Mr. Fields serves as a member of the Boston Committee on Foreign Relations and on the Investment Committees of both Wellesley College and Combined Jewish Philanthropies.
Mr. Fields received a Bachelor of Arts and a Master of Business Administration from the University of North Carolina at Chapel Hill.
Antiguos cargos conocidos de Alan S. Fields.
| Empresas | Cargo | Fin |
|---|---|---|
Fortis Investment Management USA, Inc.
 Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate. | Presidente | - |
Wellesley College
 Wellesley College Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Manufacturers Hanover Trust Co.
 Manufacturers Hanover Trust Co. Major BanksFinance Commercial bank | Corporate Officer/Principal | - |
Virtus Investment Advisers LLC
 Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Gestor de Cartera-Acciones | - |
Formación de Alan S. Fields.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
18
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Virtus Investment Advisers LLC
Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Finance |
Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate. | Finance |
Wellesley College
Wellesley College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Manufacturers Hanover Trust Co.
Manufacturers Hanover Trust Co. Major BanksFinance Commercial bank | Finance |
The University of North Carolina at Asheville
 The University of North Carolina at Asheville Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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