Alan Wolberg
About Alan Wolberg
Alan Wolberg is the Managing Director at Jefferies, with extensive experience in the financial industry, having held senior roles at various institutions including City National Bank and Merrill Lynch.
Title
Alan Wolberg is currently the Managing Director at Jefferies. He has been serving in this role since 2022.
Company
Jefferies is the firm where Alan Wolberg is currently employed as Managing Director. Jefferies operates as an investment banking company.
Previous Roles
Before his current role at Jefferies, Alan Wolberg held the position of Senior Vice President at City National Bank from 2015 to 2022 in New York, New York. He was a Director at Merrill Lynch within the Wealth Structuring Group in 2015 for a brief 2-month period in Boston, Massachusetts. Prior to this, he worked as Managing Director at First Republic Bank from 2012 to 2015 in New York. In 2012, he was a Business Resource Consultant at The Guardian Life Insurance Company of America for 3 months, also in New York.
Career History
Alan Wolberg has a diverse and extensive career in the financial sector. Notably, he served as Executive Director-Planning Director at Morgan Stanley Smith Barney from 2000 to 2012 in Purchase, NY. From 1999 to 2000, he was an Advanced Underwriting Officer at Sun Life Financial in Wellesley, MA. Earlier in his career, he was a Senior Planning Analyst at Smith Barney from 1996 to 1999 in Boston, MA and held the role of Registered Rep at both Provident Mutual (1993 to 1996) and Equitable Life (Axa) from 1990 to 1993 in New York, NY.
Education and Expertise
Alan Wolberg holds a JD from Brooklyn Law School where he specialized in Corporate Law, and Estate and Trust Law, earned between 1982 and 1985. Additionally, he completed his undergraduate studies at New York University, obtaining a Bachelor of Arts in Political Science from 1978 to 1982.