Raymond James / North Atlanta
T 770.673.2130 // F 770.673.2150
Cell 404.285.1206
1100 Abernathy Road NE, Bldg. 500 – Suite 1850
Atlanta, GA 30328
Allan Gottlieb is in his 40th year of managing individual investment strategies structured to meet the unique goals, objectives and risk tolerances of each of his clients. He is an experienced professional in managing both fixed income and equity investments.
A native New Yorker, Allan began his investment career in Atlanta with Kidder, Peabody & Co. in 1983. He has since worked for Paine Webber, Prudential Securities and joined Morgan Keegan in 2003, prior to their acquisition by Raymond James.
Allan earned a BS in Business from the University of South Carolina, where he was a member of Phi Beta Kappa. He also holds an MBA in Finance and Accounting from Vanderbilt University. Allan coaches youth baseball and basketball at the Northside Youth Organization where he has served on the Board of Directors as President, Chairman and Executive Committee member. He also supports the Goshen Valley Boys Ranch, a family based model of foster care for boys ages 11-18, in Waleska, Georgia. Allan lives in Buckhead with his wife Stacie. They are the proud parents of five children and currently have three grandsons.