Background

With an emphasis on growth, Alan brings deep experience from his time leading business development at a startup private equity firm, a national private bank, and a local registered investment advisory firm.  His passion plays a meaningful role in his success from building relationships with community leaders, making connections with businesses of all sizes and industries, and consulting with all to strengthen businesses and personal enterprises.  At Geffen Mesher, Alan works with the advisory teams to collaborate and build relationships with our community partners and customers.  From Baleen Data (data and analytics consulting), Forward Slash (client accounting services), Family Office (family enterprise management and administration), SALT (state and local tax), and Mergers and Acquisitions (transaction advisory services), Alan leverages his talents, experience, and decades of relationship building to lead growth and develop trusted advisor relationships that guide our 90-year-old firm.

When not in Portland, Alan spends his time on the Oregon coast.  He is an avid runner, physical fitness enthusiast, and guitar player.