Alan Miller

Director, Portfolio Manager

Al has over forty year of experience working with families and institutional investors. He customizes client portfolios with the objective of establishing a sound investment strategy. He uses a combination of mutual funds, exchange traded funds, and in some cases covered call writing on selective equities in order to achieve the desired results. Al earned a Bachelor of Science degree in Finance from The Ohio State University and a Master of Business Administration degree in Corporate Finance from New York University.

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