Alan L. Freeman
Senior Managing Director
Director of Research
Director of Research
Alan L. Freeman
Senior Managing Director
Director of Research
Director of Research
We don’t buy signals or ratings or mimic others’ portfolios. We do our own research and use custom screens and rankings to build our clients’ portfolios.
Previously, Al was a senior portfolio manager at Diamond Capital Management, the investment management subsidiary of Dow Chemical’s pension fund and captive reinsurance company with over $10 billion in assets. In this role, Al directly managed $650 million in equity assets. In addition to extensive fundamental research, Al developed and implemented both quantitative and technical methodologies for portfolio management. His responsibilities also included managing the analyst team, selecting securities, conceptualizing the strategic outlook, and participating in external manager and asset allocation decisions. Al formerly served as portfolio manager at Feldman Securities Group in Chicago, where he managed individual trust portfolios and contributed to the firm’s strategic asset allocation and security selection processes. He began his career as a financial consultant with what is now Morgan Stanley Smith Barney, developing and managing portfolios for high net-worth individuals.
Education
BS, Finance
University of Nebraska, Lincoln, NE
MBA, Finance and Marketing
Kellogg School of Management
Northwestern University, Evanston, IL
University of Nebraska, Lincoln, NE
MBA, Finance and Marketing
Kellogg School of Management
Northwestern University, Evanston, IL
Licenses and Certifications
Chartered Financial Analyst (CFA)
Chartered Market Technician (CMT)
Chartered Market Technician (CMT)
Professional Affiliations
Member, CFA Institute
Member, Market Technicians Association
Member, Market Technicians Association