Alan is the founder of Stratwell Financial Management, a company that specializes in wealth management for high net worth families. Alan’s focus is in private placements and work with other boutique firms in structuring client’s portfolio. The idea of having both public and private investments in one’s portfolio is similar to the strategy employed by institution investors, which is to mitigate the risk of market fluctuations associated with public market investments.
While his business is investment focused, Alan does not see himself as a wealth management professional but rather an entrepreneur happened to be in this field. In 2016, Alan enrolled into Ivey School of Business’ Executive MBA program as part of his goal in furthering his knowledge in business management to position himself for future entrepreneurship opportunities.
After completing his graduated studies in early 2018, Alan launched a consulting firm as a way of extending his knowledge to help other businesses. Stratwell Strategic Solution’s focus is in assisting companies in defining their positioning and approach, and building capabilities and systems around them. At the same time, Alan joined York Angel Investors as he valued the opportunity in accessing early stage investment opportunities. He also see this as a way of expanding his knowledge from later stage to start-ups companies.