- Business Development
- Management Consultant
- Exit & Succession Planning
- Investment Advisory
- Financial Planning
CREDENTIALS / EDUCATION
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Exit Planning Advisor (CEPA)
- Wharton School, BBA, Finance
- University of Chicago Booth School of Business, MBA, Finance; Marketing
- Exit Planning Institute
- Financial Planning Association
- Miami Finance Forum
Social Venture Partners Miami: Founding Partner; Investment Committee Member
- University of Miami Citizens Board
Alan Zinkin is a Director at EisnerAmper responsible for creating strategic growth and maximizing business opportunities for the firm.
Alan brings 30+ years of experience as an entrepreneur, management consultant, and investment advisor. He spent a significant portion of his career developing and growing successful practices within professional services firms and, more recently, has done the same in the investment advisory and wealth planning space. Alan is also the founder of a private equity partnership and a boutique investment advisory firm serving successful families, investment advisors (RIAs), family offices, and institutions.
In the community, Alan is active in several organizations and serves as a board member for ALS Recovery Fund as well as founding member of Social Venture Partners Miami (SVP Miami), a network of venture philanthropists. Alan is also a contributing member of the University of Miami Citizens Board.
Outside of work and community service, Alan can be found enjoying time with family and friends or competing in marathons all around the country.