Profile
Alan Joseph Brod worked as a Senior Managing Director at KLS Professional Advisors Group LLC from 1991 to 2019.
Prior to that, he worked as a First Vice President at Shearson Lehman Brothers Holdings, Inc. in 1991 and as a Tax Manager at Touche Ross & Co. in 1986.
Brod received his undergraduate degree from New York University in 1975, his law degree from the University of Miami School of Law in 1978, and his graduate degree from New York University in 1982.
Former positions of Alan Joseph Brod
Companies | Position | End |
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KLS Professional Advisors Group LLC
KLS Professional Advisors Group LLC Investment ManagersFinance Founded in 1989, KLS Professional Advisors Group LLC is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Boston Private Financial Holdings, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Investment Committee Member | 2019-09-17 |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | 1991-04-29 |
Touche Ross & Co. | Corporate Officer/Principal | 1986-12-30 |
Training of Alan Joseph Brod
New York University | Undergraduate Degree |
University of Miami School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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KLS Professional Advisors Group LLC
KLS Professional Advisors Group LLC Investment ManagersFinance Founded in 1989, KLS Professional Advisors Group LLC is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Boston Private Financial Holdings, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Finance |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Finance |
Touche Ross & Co. | Commercial Services |
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