Alan Stern

Alan Stern

Alan Stern

VP of Stern Capital Management, Inc

Alan Stern is the Vice President of Stern Capital Management, Inc.; an independent financial planning firm in Old Bridge, New Jersey established over 20 years ago.  Alan graduated with honors from Hofstra University where he attained his MBA degree, after graduating Magna Cum Laude from Rowan University with a Bachelor’s degree in Business Management.

Prior to working at Stern Capital, Alan has held positions with TD Bank U.S. and Charles Schwab & Company.  He worked in the U.S. Corporate Segment Finance and the Wealth Management Divisions within TD Bank’s U.S. headquarters.  He also attained an extremely competitive Registered Investment Advisor (RIA) internship with Charles Schwab in Orlando, Florida; only 20 employees were selected from a nationwide pool.

Alan’s passion is helping individuals and business owners plan and work towards their financial goals while holding their hand every step of the way.  When not at work, Alan enjoys golfing, running, biking, going to the beach, and playing guitar.