Jefferies
Alan Wolberg is a seasoned financial professional with extensive experience in wealth management and corporate law. Currently serving as Managing Director at Jefferies, Alan has held senior positions at City National Bank as Senior Vice President and at Merrill Lynch as Director of the Wealth Structuring Group. Alan also has a significant background at First Republic Bank as Managing Director and previously worked as a Business Resource Consultant for The Guardian Life Insurance Company of America. Alan holds a Juris Doctor in Corporate Law from Brooklyn Law School and a Bachelor of Arts in Political Science from New York University.
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Jefferies
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Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.