Alan Whitman Email Address

Managing Director

Baker Tilly Virchow Krause, LLP is a full-service accounting and advisory firm that offers industry specialized services in audit, tax, and management consulting.

The Whitman Group at Morgan Stanley helps affluent families grow and preserve their wealth over their lifetimes and beyond. We are hands-on investment professionals that have been providing our clients with the highest levels of service and practical experience in the management of their wealth for over four decades. Our clients are highly successful people who demand a lot from themselves and from their advisors. We go that extra mile to exceed their expectations. With an experienced perspective and highly attentive team, we create customized investment portfolios based on an in-depth understanding of their financial needs and personal aspirations. When you work with The Whitman Group, you work directly with the people who are making sound investment decisions on your behalf. AT THE WHITMAN GROUP, WE DO NOT ASK THAT YOU FIT INTO A PREDEFINED INVESTMENT STRATEGY BECAUSE WE ARE NOT CONSTRAINED BY MODEL PORTFOLIOS. Instead, we base our investment management decisions on your individual financial situation and personal considerations. With a fully open platform, we are free to direct investments where we believe they can best serve our client’s interests. The portfolios that result are as unique as the clients themselves. We have extensive experience in creating and managing both equity and fixed income portfolios. Having maintained long-standing relationships with trading desks at Morgan Stanley and beyond, we are able to provide our clients with the kind of access that is typically available only to institutional clients. Our investment philosophy is to construct portfolios from the bottom up, carefully assessing the quality of each security and how it fits within our clients’ investment goals and objectives. Our unique capacity to draw on the research capabilities of Morgan Stanley and Citi, as well as a large number of other sources, provide us with many of the additional tools needed to make decisions that are most beneficial to our clients.