Alan M. Gunn, CTFA
CLIENT RELATIONSHIP SPECIALIST
"Our team maintains a low client-to-advisor ratio, so I can provide each and every client with a high level of investment oversight and personalized service."
HOW I CAN HELP YOU
Alan specializes in client relationship management, new business development, financial and estate planning, and trust administration.
WHAT MAKES ME KNOWLEDGEABLE
Alan has more than 20 years of experience in financial planning, estate planning and trust administration. Prior to joining the firm, Alan was a vice president and trust administrator for Bank of America, where he was responsible for $350 million of personal trust, foundation and guardianship assets under administration. He earned a B.A. from Lawrence University and MBAfrom the University of Chicago. In addition, Alan received the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers, and he is a member of the Chicago Estate Planning Council and the Greater North Shore Estate and Financial Planning Council.
GETTING TO KNOW ME
Alan serves on the Cathedral Chapter of St. James Cathedral in Chicago. In his free time, he likes to travel, bike, garden and spend time with his family.