Dan McAlister

Outlook Microsoft Office 365 Salesforce

wealth management portfolio management intermediaries financial planning private wealth management client-first approach personalized investment services bespoke portfolio management transparency integrity family-owned trust long-term partnerships digital wealth platform secure client access wealth management for us-connected clients high-net-worth individuals retail investors corporate wealth management alternative investments private equity tax-efficient strategies cross-border solutions sustainable investing employee satisfaction innovative culture fiduciary services client-centric ethical wealth management diverse client base global presence financial advisers charitable organizations entrepreneurial focus risk management goal tracking paperless reporting environmental responsibility investment management financial services