![Alan Sislen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Alan Sislen is a Director at Placemark Investments, Inc. He was the president of Managed Account Perspectives, LLC, a consulting firm that provided executive-level strategic consulting on the managed account business to asset management firms, program sponsors and money managers.
Previously, Mr. Sislen worked at Merrill Lynch for over 30 years, where for 10 years he was first vice president and senior director of the Investment Consulting Group, Merrill's separately managed account group.
In that capacity he was responsible for several investment programs, including ML Consults, Mutual Fund Advisor, Strategic Portfolio Advisor and Personal Investment Advisory.
He also served as branch manager for Merrill Lynch's Chicago, Washington, D.C.
and Tysons Corner, Va., offices and was also national sales manager for the company's retail sales force.
Mr. Sislen has also served on the Professional Advisory Council of the Investment Management Consultants Association (IMCA), and on the board of directors of the Money Management Institute (MMI).
He also received the Managed Account Pioneer Award from MMI in 2000.
Tidigare kända positioner av Alan Sislen
| Företag | Position | Slut |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Företagsledare/Principal | - |
Placemark Investments, Inc.
 Placemark Investments, Inc. Investment ManagersFinance Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance. | Företagsledare/Principal | - |
Alan Sislens utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
50
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Placemark Investments, Inc.
Placemark Investments, Inc. Investment ManagersFinance Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance. | Finance |
George Washington University
 George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Syracuse University
 Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
