Apr 2022 | Q1 Takeaways
Mar 2022 | Performance
Jan 2022 | Q4 Takeaways
Dec 2021 | Selecting an OCIO
Oct 2021 | Diversification
Alan Biller and Associates announces
promotion and new shareholders
MENLO PARK, CALIFORNIA May 3, 2022 - Alan Biller and Associates, a national investment consulting firm, has promoted Mr. Asad Ali to the role of President, effective immediately. Mr. Ali succeeds Jennifer Newell who assumed the role of Chief Executive Officer earlier in this year.
A shareholder of the firm, Mr. Ali joined Alan Biller and Associates in 2014 and has served as Executive Vice President since 2020. He will continue his client-facing responsibilities and play a greater role in the firm’s strategic initiatives.
“Asad has been an effective leader, focused on client relationships while working with the management team to establish the firm’s business strategy,” said CEO Jennifer Newell.
Founder Alan Biller added, “Asad has consistently demonstrated that most important of qualities – always putting the client’s interests first.”
The firm has also elevated three employees as new equity shareholders and principals: Director of Consulting, David Vas; Chief Operating Officer, Aileen Burrows; and Chief Investment Officer, Ralph Goldsticker. Through periodic grants of equity ownership to key employees, the firm ensures its continuing ability to remain an independent fiduciary advisor to its clients.