Alan Gelb Email & Phone Number
Partner Advisor @ AdvicePeriod
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Alan Gelb Location
- Los Angeles, CA, US
Alan Gelb Work
- Partner Advisor @ (October 2018 - Present)
- Financial Advisor @ (January 2006 - October 2018)
- Investment Analyst and Consultant @ Seidler Foster Pott, LLC (September 2004 - December 2005)
- Chief Investment Officer and Founder @ Merit Wealth Management, LLC (August 1999 - June 2004)
- Senior Associate @ (November 1997 - August 1999)
- Assistant Portfolio Manager @ Cheviot Value Management (March 1993 - August 1997)
- Investment Performance Analyst @ (January 1990 - January 1993)
Alan Gelb Education
- Loyola Marymount University, College of Business Administration
MBA (Finance)
2000-2002 - University of California, Irvine
Bachelor of Arts (Economics)
1986-1990 - Rolling Hills High School
Alan Gelb Skills
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Hedge Funds
- Alternative Investments
- Asset Managment
- Financial Analysis
- SEC
- Consulting
- Nasd
- Net
- Figures
- Finance
- Zephyr
- Business Administration
- Pension Funds
- Real Estate Transactions
- Management
- Investment Portfolios
- Calls
- CRM
- Write Ups
- Investment Management
- Axys
- Accounting
- Exams
- Bonds
- Press Releases
- Earned Value Management
- System
- Bloomberg
- 10k
- AMI
- Reports
- Microsoft Office
- Corporations
- Testing
- Asset Management
- Characteristics
- Attribution
- News
- Research
- Articles
- System Monitoring
- Los Angeles
- Verizon
- Economics
- Ibbotson
- Client Services
- New Clients
- Strategic Planning
- Values
- Marketing
- 10q
- Newsletters
- Strategic Financial
- Brokers
- Presentations
- Encompassing
- Responsibility
- Chartered Financial Analyst
- Regulations
- Fitting
- Universe
- Art
- Investment Performance
- Portfolio
- Investments
- Materials
- Software
- Morningstar
- Image Capture
- Compliance
- Equities
- Mutual Funds
- Trustees
- S&p
- Stocks
- Proposal Writing
- Structural Engineering
- Asset
- Systems Conversion
- Software Systems
- Questionnaires
- Due Diligence
- Risk
- Tax Returns
- Meetings
- Fair Value
- Investment Decisions
- Series 7
Alan Gelb Summary
- Alan Gelb, based in Los Angeles, CA, US, is currently a Partner Advisor at AdvicePeriod. Alan Gelb brings experience from previous roles at Wescap Group, Seidler Foster Pott, LLC, Merit Wealth Management, LLC and Kayne Anderson Rudnick. Alan Gelb holds a 2000 - 2002 MBA in Finance @ Loyola Marymount University, College of Business Administration. With a robust skill set that includes Wealth Management, Retirement Planning, Strategic Financial Planning, Asset Allocation, Portfolio Management and more. Alan Gelb has 2 emails and 3 mobile phone numbers on RocketReach.
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