Skip to Main Content

Please be wary of fraudsters who may attempt to impersonate Cambridge Associates employees. Recently, reports have increased of scams that start with unsolicited invitations to join WhatsApp groups for sharing investment strategies or “stock tips.” Cambridge Associates does not participate in such activities. Avoid sharing personal details or conducting sales with unverified individuals. Report incidents to local authorities and the website owner. WhatsApp scammers may be reported here. For additional information, click here.

Alan McKenzie, CFA

Partner, Private Client Practice

Alan McKenzie is a Partner for the Private Client Practice at Cambridge Associates.

He designs, implements, and manages customized multi-asset investment solutions for family offices, drawing on specialized expertise in whole portfolio construction and strategic asset allocation.

Prior to joining Cambridge Associates, Alan was a Managing Director at BlackRock, where he served as Chief Investment Officer for Family Offices. In this role, he established an investment platform to deliver highly customized whole portfolio investment solutions for family offices. Prior to joining BlackRock, Alan was Director of Global Investments at Barclays Capital. He also held senior positions at Guggenheim Partners as Managing Director and Head of Research for a $4 billion multi-strategy hedge fund, and at Deutsche Bank as Head of Investment Solutions, overseeing $55 billion in fully discretionary investment portfolios.

Alan began his career with SEI Investments as a Managing Director, advising institutional investors on all aspects of the asset management process including strategic and tactical asset allocation, portfolio structuring, and manager selection.

Alan received his BA in Economics and Psychology from the University of Virginia. He is a CFA® charterholder.

How can we help build the right portfolio for you?

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A professional client or an eligible counterparty*
  2. A financial advisor or financial intermediary acting on behalf of a professional client or eligible counterparty*
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*As defined in the Markets in Financial Instruments Directive (Directive 2014/65/EC) as amended or updated (MiFID)

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A regulated financial entity*
  2. An institutional investor, investment professional and other entities or individuals who are qualified to operate in financial markets involving regulated financial activity as defined by its local country regulator
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*An entity regulated by its local country regulator which may include banks, collective investment schemes, endowments, foundations, investment managers, insurance companies, pension funds and intermediaries

The information contained herein is not suitable for retail investors.

Please contact us if you have any questions: ContactCA@cambridgeassociates.com

If you clicked decline in error, please click here