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Alan is a Principal in Wolf’s Audit Department and is responsible for managing a team of professionals to ensure that clients receive audit services that are tailored to their individual needs.

Alan has over fifteen years of experience planning audit engagements, preparing and reviewing work papers, and analyzing financial statements. His current client base includes both public and private financial institutions in the New Jersey area. Alan is responsible for continuing Wolf’s growth and developing new business opportunities in New Jersey, New York, Pennsylvania, Maryland, and Delaware. Prior to joining Wolf, Alan spent most of his career at a large, global accounting firm and also spent time as a consultant to clients in the banking and mortgage banking industries.


Alan’s areas of expertise include performing audits of mutual holding companies, publicly held institutions, mortgage banks, and credit unions. He has significant experience in valuation methodologies for various investment types, mortgage banking products and derivatives. In addition, he has been involved in all aspects of the banking industry, including balance sheet management, interest rate risk management, and capital and strategic planning. He has assisted clients in numerous SEC filings in conjunction with mergers and acquisitions, mutual conversions, stock offerings, and shelf registrations.


Alan resides in Ocean City, NJ with his wife, Courtney, and two children, Cooper and Easton. He enjoys spending time with his family, golfing, snowboarding and playing the guitar.