Alan Joseph Brod

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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
KLS Professional Advisors Group LLC KLS Professional Advisors Group LLC Investment ManagersFinance KLS Professional Advisors Group focuses on the rationalization of risk and reward among classes of investment assets in relation to a client’s personal financial circumstances. The firm primarily allocates client investment assets among various ETFs, public mutual funds, bonds, and cash equivalent securities. To a lesser extent, the firm may recommend the allocation of client investment assets to a third-party advisor who sponsors financial products such as wrap fee programs. KLS offers advice on all types of partnership investments when requested to do so by clients, including real estate, private equity hedge funds, oil & gas, cable television, movies, leasing, operating businesses and other partnerships. KLS does not generally invest in commodity transactions or future contracts.	Investment Committee Member	18/09/2019
Shearson Lehman Brothers Holdings, Inc. Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services	Corporate Officer/Principal	30/04/1991
Touche Ross & Co.	Corporate Officer/Principal	31/12/1986

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Linked companies

Private companies	5
Shearson Lehman Brothers Holdings, Inc. Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services	Finance
KLS Professional Advisors Group LLC KLS Professional Advisors Group LLC Investment ManagersFinance KLS Professional Advisors Group focuses on the rationalization of risk and reward among classes of investment assets in relation to a client’s personal financial circumstances. The firm primarily allocates client investment assets among various ETFs, public mutual funds, bonds, and cash equivalent securities. To a lesser extent, the firm may recommend the allocation of client investment assets to a third-party advisor who sponsors financial products such as wrap fee programs. KLS offers advice on all types of partnership investments when requested to do so by clients, including real estate, private equity hedge funds, oil & gas, cable television, movies, leasing, operating businesses and other partnerships. KLS does not generally invest in commodity transactions or future contracts.	Finance
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Touche Ross & Co.	Commercial Services
University of Miami School of Law University of Miami School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services