![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>)
Profilo
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.
Precedenti posizioni note di Alan Sislen
| Società | Posizione | Fine |
|---|---|---|
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 | Corporate Officer/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. | Corporate Officer/Principal | - |
Formazione di Alan Sislen
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
45
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
