Alan Harter has two decades of experience in financial services at some of the world’s largest and most reputable financial institutions. Over the last decade, Alan has focused exclusively on working with families within the ultra-high-net-worth space. This has given him a unique perspective on the comprehensive needs these families have in managing their wealth and lifestyle, and shaping their legacy.
As CEO and Founder of Pactolus Private Wealth Management LLC, Alan leads the practice’s investment strategy and creates the comprehensive service model tailored to each client’s requirements. He takes a broad approach to each client relationship by engaging an interdisciplinary team comprising experts from each family’s existing advisors and complemented by a global network of specialists in various disciplines.
Incorporating traditional securities and asset management with hard asset acquisition and management, private equity and global merchant banking opportunities, Alan manages the client’s entire portfolio. He has extensive experience in collaborating with tax and legal counsel to create a sophisticated framework that will shape a family’s financial plan for decades to come.
Prior to launching Pactolus Private Wealth Management LLC, Alan held senior-level positions at Morgan Stanley SmithBarney, and served as an advisor for the Citi Family Office and Wachovia Wealth Management.
Alan received his Bachelor of Arts degree in Finance from Santa Clara University.
Executive Assistant: Soraya Howard