Alan Reef

Managing Director and Chief Executive Officer at Crest Advisors

With work experience over 31 years, Alan Reef is now working at Tradition Capital Management that is based in 493 as a Managing Director at Tradition Capital Management and Chief Executive Officer at Crest Advisors. Alan received his education from 1978 to 1980 at the Nyu Stern School of Business. Alan is located in South Orange, New Jersey. To contact Alan, you can search for their phone number or email address or receive further information by requesting access to this professional's additional details on this webpage.
Name variants:
Allan Reef, Allen Reef, Al Reef
Last updated Jun 26, 2024

Contact Information

Last Update
Jul 9, 2022
Email
ar**@traditioncm.com
Location
South Orange, NJ

Workplace

Managing Director at Tradition Capital Management and Chief Executive Officer at Crest Advisors

Industry

Financial Services

Work History

Managing Director at Tradition Capital Management and Chief Executive Officer at Crest Advisors

Summit, NJ
from Aug 2012

Chief Executive Officer and Chief Information Officer

Family Office and Investment Management
from Jul 2012

President, Ceo, and Chief Information Officer

2001 — 2012

Managing Director, Director of Research, Investment Policy Committee Member, and Research Analyst

1994 — 2001

Managing Director, Portfolio Manager and Analyst

1981 — 1994

Education

1975 — 1978

Occupations

Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Chief Information Officer
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Technology Director
Technical Managers

Skills

Portfolio Management
Alternative Investments
Asset Allocation
Management
New Business Development
Institutional Accounts
Investment Analyst
Private Client Services
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