About
Alan Hebert, CFA, serves as an Investment Analyst at Atlanta Consulting Group Advisors, LLC, where he joined in 2022. His responsibilities include manager due diligence, asset allocation modeling, and producing deliverables for the firm’s institutional and high-net-worth clients.
Hebert’s investment focus is broad, supporting manager research across multiple asset classes, including traditional equity and fixed income, as well as alternative investments. His previous professional experience includes roles as a Senior Private Equity Research Analyst and Private Equity Research Analyst at Trailmark, where he specialized in private equity analysis and manager research, providing valuable insights to institutional clients.
Hebert holds both a Bachelor of Science in Commerce and Business Administration (Finance and Economics) and a Master of Science in Finance from the University of Alabama. He is also a CFA charterholder, underscoring his technical expertise in investment analysis and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Atlanta Consulting Group | Investment Analyst | Oct 2022 to Present | — |
| Trailmark | Senior Private Equity Research Analyst | Jan 2022 to Oct 2022 | Supporting private equity(also private debt, vc, natural resources, etc.) fundraises as an analyst. |
| Trailmark (fka Fortress Group, Inc.) | Private Equity Research Analyst | Feb 2019 to Dec 2021 | Supporting private equity(also private debt, vc, natural resources, etc.) fundraises as an analyst. |
| MDW Associates, LLC | Cost Analyst | Oct 2018 to Feb 2019 | Contract transition. Previously BCF Solutions. |
| BCF Solutions | Cost Analyst | Jan 2018 to Oct 2018 | — |
Education
University of Alabama
Master of Science in Finance, Finance
2015 — 2016
University of Alabama
Bachelor of Science in Commerce and Business Administration, Finance and Economics
2012 — 2016
Skills & Expertise
Others at Atlanta Consulting Group Advisors, LLC (7)
| Name | Role | Location |
|---|---|---|
M Matthew Bauder | Partner | Atlanta, GA , United States |
M Michael Butkus | Partner | Atlanta, GA , United States |
 | Partner | Atlanta, GA , United States |
 | Senior Investment Analyst | Atlanta, GA , United States |
 | Partner | Atlanta, GA , United States |
J Joe Stevenson | Principal | United States |
 | Investment Analyst | Atlanta, GA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
D David Citron | CIO | HB Wealth Management, LLC | Baltimore, MD , United States |
 | Principal | HB Wealth Management, LLC | Atlanta, GA , United States |
 | Principal | Investment Research & Advisory Group, Inc. | Atlanta, GA , United States |
A Anno Hardage | Portfolio Manager | Cornercap Investment Counsel Inc. | Atlanta, GA , United States |
I Ian Thomas Zabor | Portfolio Manager | Equity Investment Corp. | Atlanta, GA , United States |
 | Portfolio Manager | Equity Investment Corp. | Atlanta, GA , United States |
