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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
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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Revisiting the Promise and Hope of Biotech
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Navigating Today's Uncertainty: How Higher Education Institutions Are Preparing for Economic and Policy Shifts
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Second Quarter 2025: Three Months of Fireworks
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2025 Community Foundation Survey Executive Summary
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