Alan C. Ashworth, CFA, CAIA

Principal, Client & Business Development

Mr. Ashworth is a portfolio specialist and a member of the firm’s marketing team. He has over 30+ years of investment and marketing experience. Previously, Alan was Senior Investment Specialist at Brandywine Global. Previous experience also includes Senior Vice President at Eagle Asset Management where he was responsible for institutional client relationships for equity and fixed income teams. He was also a Director of Business Development at Advanced Investment Partners and served as a Director of Managed Accounts with Thompson, Siegel & Walmsley, Inc..

A CFA® and CAIA charterholder, he earned a B.S. in Business Administration from The College of William and Mary and a Master’s Degree in Finance from Virginia Commonwealth University.

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