Alan Harter, CEO and Founder
Alan Harter has three decades of experience in financial services at some of the world’s largest and most reputable financial institutions. Over the last decade, Alan has focused exclusively on working with families within the ultra-high net worth space. This has given him an informed perspective on the comprehensive needs these families have in managing their wealth, lifestyle, and most importantly, shaping their legacy.
Alan founded Pactolus in 2011 to create a knowledge-sharing and solutions platform for selected like-minded accomplished entrepreneurs and their families. The Pactolus club structure is underpinned by a foundation that enables and encourages families to source and cross-fertilize opportunities to the benefit of themselves and the platform. Alan leads the investment strategy, deal sourcing, and customization of each individual client’s service model.
As the Pactolus thought leader, Alan is engaged in the ongoing expansion of the Pactolus global network, while exploring new verticals and evaluating global trends that ultimately impact future investment decisions. His ability to leverage the Pactolus family expertise, coupled with his own trend analysis, continues to fuel the Pactolus pipeline with innovative and customized deal flow.
Executive Assistant: Soraya Howard
Pactolus has three core teams supporting our clients’ wealth management and investment objectives.
The Client Service Team, headed by the Managing Director of Client Services, is supported by a Client Service Supervisor and Client Service Specialists is responsible for managing all aspects of the client relationship. The team engages with the clients and their designated outside advisors such as tax accountants and attorneys, trust and estate attorneys, book keepers and other important professionals on each client’s team.
The investment team, headed by the firm’s co-CIO includes several seasoned investment professionals provides analysis, financial modeling and reporting and leads the sourcing, diligence and analytics for the firm’s clients.
The Administration Team, headed by the Managing Director of Administration includes the firm’s Finance, Legal, Marketing and Administrative functions. This team compliments the client services and investment teams by providing administrative and back off support for these teams as well as the firm’s clients through annual investment meetings and on-going client outreach.