Alan Joel Reef
Portfolio Manager-Equities at Cary Street Partners Investment Advisory LLC
Profile
Mr. Alan J.
Reef is a Portfolio Manager & Managing Director at Cary Street Partners Investment Advisory LLC.
He has over 30 years of experience in various roles in the financial services industry.
Some services he provides to clients are portfolio management, financial planning and investment advisory.
He is especially skilled in portfolio management, alternative investments, and asset allocation.
Mr. Reef was previously employed as a Managing Director by Tradition Capital Management LLC, a President & Chief Executive Officer by Overbrook Management Corp., a Managing Director & Senior Portfolio Manager by Ark Asset Management Co., Inc., a Managing Director & Director of Research by Brundage, Story & Rose LLC, and a Managing Director by Tradition Asset Management LLC.
He received his undergraduate degree from The Wharton School of the University of Pennsylvania and an MBA from The Leonard N Stern School of Business.
Alan Joel Reef active positions
| Companies | Position | Start |
|---|---|---|
Cary Street Partners Investment Advisory LLC
 Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Portfolio Manager-Equities | - |
Former positions of Alan Joel Reef
| Companies | Position | End |
|---|---|---|
Ark Asset Management Co., Inc.
 Ark Asset Management Co., Inc. Investment ManagersFinance Based in New York City, Ark Asset Management Co., Inc. offers investment management services to corporations, public retirement plans, jointly trusteed plans, insurance companies, endowments and foundations | Corporate Officer/Principal | 21/05/2013 |
Tradition Asset Management LLC
 Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Analyst-Equity | - |
Brundage, Story & Rose LLC
 Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Corporate Officer/Principal | - |
Tradition Capital Management LLC
 Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Analyst-Equity | - |
Overbrook Management Corp.
 Overbrook Management Corp. Investment ManagersFinance Overbrook Management Corp. is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded in 1946 by the late Frank Altschul to manage and protect the wealth and financial well-being of the Altschul Family. In 2002, they became a wealth management firm and family office to outside investors. Overbrook Management provides investment advisory services to high net-worth individuals and institutional clients, including pension plans, trusts, charitable organizations, foundations, corporations, other business entities, and unregistered investment vehicles. | President | - |
Training of Alan Joel Reef
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Overbrook Management Corp.
Overbrook Management Corp. Investment ManagersFinance Overbrook Management Corp. is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded in 1946 by the late Frank Altschul to manage and protect the wealth and financial well-being of the Altschul Family. In 2002, they became a wealth management firm and family office to outside investors. Overbrook Management provides investment advisory services to high net-worth individuals and institutional clients, including pension plans, trusts, charitable organizations, foundations, corporations, other business entities, and unregistered investment vehicles. | Finance |
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Tradition Capital Management LLC
Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Finance |
Ark Asset Management Co., Inc.
Ark Asset Management Co., Inc. Investment ManagersFinance Based in New York City, Ark Asset Management Co., Inc. offers investment management services to corporations, public retirement plans, jointly trusteed plans, insurance companies, endowments and foundations | Finance |
Tradition Asset Management LLC
Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Finance |
Cary Street Partners Investment Advisory LLC
Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Finance |
- Stock Market
- Insiders
- Alan Joel Reef
