Alan Whitman

Alan Whitman

Formal First Name

Alan Whitman is a Managing Director, Wealth Manager, and Financial Advisor at Morgan Stanley. With over 48 years of experience in the investment management area, he has helped high net worth individuals, families, trusts, and foundations enhance and preserve their wealth. As a portfolio manager, he continues with direct and discretionary responsibility for structuring and managing their portfolios. He is frequently quoted or has spoken at Barron’s magazine, The Wall Street Journal, The Pasadena Star News, Los Angeles Times, and The L.A. Business Journal.

Professional Experience

Academic History

  • Forbes America's Top 100 Wealth Advisors 2016
  • Barron's Top 100 Financial Advisors 2016 - 2020
  • Forbes America's Top Wealth Advisors 2020
  • Forbes Best-In-State Wealth Advisors 2020
  • He has appeared and interviewed on ABC, CBS, KFWB, KNX, and KFI