Alan Gotthardt holds the distinction of being both a nationally recognized investment advisor and an influential author.
As Managing Director and Chief Investment Officer at TriniD, Alan focuses on out-of-favor companies and contrarian themes in the global public markets as well as early-stage private ventures, all in pursuit of disciplined growth compounding. He is also the author of The Eternity Portfolio Illuminated, a groundbreaking guide to faith-based philanthropy. Alan’s perspectives on business trends, investment markets and behavioral economics are published periodically at CapitalDecisioneering.com. His reflections on faith and philanthropy are published at EternityPortfolio.com.
Formerly the President of Brightworth, Alan was part of the leadership team that built the company into a nationally recognized wealth management firm. He has been listed in Robb Report Worth magazine as one of the Nation’s 100 Most Exclusive Wealth Advisors.
For nearly three decades, Alan has been an innovator in the worlds of enterprise and investing. He has served as both an advisor and investor, and has been personally involved in growing organizations across the for-profit and non-profit landscape. A relentless explorer, Alan has a unique perspective that brings together together the wisdom of history, faith and capital with the disciplines of rational thinking.
Alan earned undergraduate and graduate business degrees at the University of Georgia. He also completed the IMCA Investment Analyst Program at the Wharton School and is a Certified Investment Management Analyst℠ as well as a Certified Public Accountant. Alan serves a number of nonprofit organizations on a volunteer basis. He and his wife, Melissa, have three children.
Specialties: Investment strategy, macroeconomics, business valuation, entrepreneurship, behavioral economics, philanthropy