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Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Curio
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
Alan
Bergin
Alan L. Bergin, CFA
Senior Vice President, Advisor
Education:
BSBA in Finance and International Business, Georgetown University
Experience:
Larry Thompson & Associates - Vice President and Consultant
Cambridge Associates - International Investment Performance Analyst
Memberships:
CFA Institute
CFA Society of Dallas - Ft. Worth
Circle Ten Boy Scout Foundation Investment Committee
Mary Immaculate Catholic School - Advisory Council
National Society of Institutional Investment Professionals
Texas Association of Public Employee Retirement Systems
Latest Publications
The Gold Chameleon: Reflecting the Light of Monetary, Macro and Market Change
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Liquidity’s Premium: Why Public Markets Are Outpacing Privates — For Now
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Third Quarter 2025: If You or AI Build It, They Will Come
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Leveraging the Shutdown: Managing Risks While Finding Opportunities When Government Stops Working
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3 Ways to Build Donor Relationships and Grow Assets
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A Legal Setback, but Likely Not a Death Knell for Tariffs
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