Alan Stevens
Director of National Sales, Lyons Wealth Management
About Alan Stevens
Alan Stevens manages an investment advisory practice focused on enhancing monthly income and actively hedging risks for holders of concentrated stock positions. Advisory clients include corporate executives, retirees and institutional clients such as venture capital, private equity and foundations/endowments. Drawing on over 20 years of investment, financial and management experience in advising clients, Alan believes his corporate and entrepreneurial experiences enhance his understanding of concentrated stock clients and their investment needs.
Alan began his financial services career at Continental Bank in Chicago where he was an Associate in the Global Trading Division working on the debt syndication and private placement desks. After earning his MBA, Alan managed a family-owned business that was sold for $30 million. He then accepted a Vice President position with First Union Bank, where he successfully turned around a consumer lending portfolio from a $100MM loss to a $90MM profit, then served as President of Keystone Portfolio Management, an investment firm specializing in distressed securities. Most recently, Alan spent three years in the Middle East financial capital of Dubai, where he advised a billionaire family and also served briefly as Chief Financial Officer for their biggest holding, managing financial operations in eight countries.
Alan is a graduate of Lake Forest College and Harvard Business School, as well as completing additional executive education at Stanford Business School.
