Alan L. FreemanManaging Director
Director of Research
Al Freeman has over twenty-five years experience in successfully building investment processes and managing portfolios at both the individual and institutional client levels. He is a member of our Investment Committee and leads our investment research process and portfolio strategy activities. Al also works with our clients on a range of specific portfolio issues. In addition to a primary focus on equity investments, his experience includes strategic investment policy design and implementation, fixed income management as well as trade execution.
Al was previously a Senior Portfolio Manager at Diamond Capital Management the investment management subsidiary of Dow Chemical’s pension fund and captive reinsurance company with over $10 billion in assets. In this role, he directly managed $650 million in equity assets. In addition to extensive fundamental research, Al developed and implemented both quantitative and technical methodologies for portfolio management. His other responsibilities included orchestrating the analyst team’s efforts, selecting securities, conceptualizing the strategic outlook, and participating in external manager and asset allocation decisions. Al also formerly served as a Portfolio Manager at Feldman Securities Group in Chicago, managing individual trust portfolios as well as contributing to the firm’s strategic asset allocation and security selection processes. He began his career as a Financial Consultant with what is now Morgan Stanley Smith Barney, developing and managing portfolios for high net-worth individuals.
Al graduated from the University of Nebraska with a BS in Finance. He earned an MBA from the Kellogg School of Management at Northwestern University with a dual emphasis in Finance and Marketing.
Al has attained both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. He is a member of the CFA Institute and the Market Technicians Association.