FEG Investment
Advisors
Alan Bergin, CFA

Alan Bergin, CFA

Senior Vice President, Advisor

Alan Bergin is a Senior Vice President and Advisor at FEG, where he works with clients to develop and implement investment programs aligned with their long-term objectives. He advises clients on investment strategy, portfolio construction, asset allocation, risk management, and ongoing portfolio oversight, drawing on more than 25 years of experience in investment management and advisory services.

 

Prior to joining FEG, Alan served as a Vice President and Advisor at Larry Thompson & Associates for more than 13 years, providing investment guidance and portfolio oversight to institutional and private clients. Earlier in his career, he was an International Investment Analyst with Cambridge Associates, working in both Arlington, Virginia, and London, United Kingdom, where he gained experience in global markets and institutional investment management.

 

Alan earned a Bachelor of Science in Business Administration in Finance from the Georgetown University McDonough School of Business and holds the Chartered Financial Analyst (CFA) designation. He is active in the Dallas community and has served on the Advisory Council for Mary Immaculate School. He is also a member of the Investment Committee for Scouting America’s Circle Ten Council. Outside of work, Alan enjoys spending time with family, traveling, and being involved in his community.

Ready to explore what a dedicated OCIO partnership looks like?