Alan Imberman Alan is Wealthfront’s Chief Financial Officer and holds a CFA (Chartered Financial Analyst) charter as well as a Series 27 license from FINRA. Prior to Wealthfront, he worked at Crowe Horwath and KPMG. 7 min read CFO Alan Imberman Reflects on His Decade at Wealthfront 5 min read Is a Recession Bad for Investors?