Position: Senior Advisor
Education: BS, Accounting, Lehigh University; CPA Certification, Pennsylvania
Experience: In Financial Services since 1965
Affiliations: Member – AICPA; Member – PICPA
Meet Alan: Alan is a distinguished leader in the accounting profession. As a principal in a leading regional CPA firm, Margolis & Co., Alan provided auditing, accounting, tax, and management advisory services to a wide variety of privately owned businesses for over 25 years. During 8 years on the Executive Committee and 5 years as Managing Partner, he helped direct the growth and success of the firm.
As CFO for two regional companies after Margolis, Alan helped negotiate and expedite those companies’ sale to publicly held companies and managed their transition to the new ownership. Additionally, Alan served as part-time CFO/Controller for a variety of smaller companies. His breadth of independent experience has spanned foodservice distribution, industrial construction and maintenance, a retail chain, an internet promotions developer, a country club, a medical group, a real estate developer and a commercial general contractor.
Alan has taught in the graduate programs at The Wharton School at the University of Pennsylvania as well as at Drexel University. Alan has been an active member or officer of several civic, social, religious and business organizations and has been a guest speaker to groups on various topics relating to accounting and business management.
He lives in the Philadelphia suburbs with his wife and two children and enjoys sports, spending time with his four grandchildren, and the Jersey Shore.