Leadership

Al Prentice

Vice President, Strategic Relationships

 


Al Prentice is the Vice President, Strategic Relationships for 1st Global. His responsibilities include oversight of the largest CPA firm relationships affiliated with 1st Global for wealth management success. Al also provides specialized consultation services to firms experiencing unique and complex problems such as strategic planning, business valuation and mergers and acquisition of other CPA firms and wealth management practices.

Al has worked with hundreds of tax and accounting professionals to introduce financial services and develop successful wealth management practices. In doing so, he has developed an expertise in the unique structural and entity setup options for tax and accounting firms, compensation strategies, succession planning and quantification models for valuing financial services firms.

Prior to joining 1st Global, Al earned his Master of Business Administration in finance from Neeley Business School at Texas Christian University. While studying at TCU, he served as analyst and administrator for the William C. Connor Foundation’s Educational Investment Fund. Additionally, Al has worked both as an Internet analyst for a Fort Worth hedge fund and as a REIT analyst for a Dallas asset management company. Al’s previous experience includes 12 years in the telecommunication industry working for Motorola and five years in the domestic oil and gas industry.

In addition to his Master of Business Administration, Al earned a Bachelor of Arts and Master of Education from the University of Louisiana at Lafayette. Al is a registered representative who has passed the FINRA Series 7, 24 and 66 examinations. He has also successfully completed Level I of the Chartered Financial Analyst Program. Al is a member of the Financial Planning Association (FPA) and the Investment Management Consultants Association (IMCA).

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