Alan K. Creech

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Profile

Mr. Alan K.
Creech is the Chief Investment Officer of Cedar Creek Securities.
He manages all aspects of the investment process including seven strategies under the Managed Asset Allocation Program (M.A.A.P.), and five separately managed account portfolios internally referred to as their Proprietary Equity Portfolios (P.E.P.).
Prior to joining Cedar Creek Securities, Mr. Creech worked for eight years as both an analyst and fund manager at BMO Asset Management Group (formally M&I Bank).
Mr. Creech holds a B.S.
degree from the University of Tennessee in Economics/Finance, and a M.B.A. from Wayne State University.

Former positions of Alan K. Creech

Companies	Position	End
Cedar Creek Securities, Inc. Cedar Creek Securities, Inc. Investment ManagersFinance Cedar Creek Securities offers the Cedar Creek CCSI Managed Asset Allocation Program (MAAP) and the CCSI Proprietary Equity Portfolios (PEP). Through proper diversification determined by each client's time horizon and ability to tolerate risk, the firm's MAAP strategies strive to maximize returns and minimize risks. Using one of seven actively managed MAAP strategies, clients can keep their investment portfolio allocations in line with their stated investment goals. Cedar Creek's PEP uses active management to properly invest clients' assets to match their investment goals. With PEP, clients can diversify their investment assets through one of six different proprietary managed portfolios. Each PEP portfolio is made up of 40 to 50 domestic equities with market-caps of $2 billion and greater, with the exception of the Dow Select portfolio which consists of 20 individually selected stocks from the Dow Jones Industrial Average.	Chief Investment Officer	2014-03-30
Harris Investment Management, Inc. Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice	Portfolio Manager-Equities	2012-02-27
JPMorgan Investment Advisors, Inc. JPMorgan Investment Advisors, Inc. Investment ManagersFinance Provides investment acvice	Analyst-Equity	2004-08-29
Emerging Growth Equities Ltd. Emerging Growth Equities Ltd. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Banc One Investment Advisors Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions.	Analyst-Equity	2000-02-27

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Private companies	8
Emerging Growth Equities Ltd. Emerging Growth Equities Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance
Cedar Creek Securities, Inc. Cedar Creek Securities, Inc. Investment ManagersFinance Cedar Creek Securities offers the Cedar Creek CCSI Managed Asset Allocation Program (MAAP) and the CCSI Proprietary Equity Portfolios (PEP). Through proper diversification determined by each client's time horizon and ability to tolerate risk, the firm's MAAP strategies strive to maximize returns and minimize risks. Using one of seven actively managed MAAP strategies, clients can keep their investment portfolio allocations in line with their stated investment goals. Cedar Creek's PEP uses active management to properly invest clients' assets to match their investment goals. With PEP, clients can diversify their investment assets through one of six different proprietary managed portfolios. Each PEP portfolio is made up of 40 to 50 domestic equities with market-caps of $2 billion and greater, with the exception of the Dow Select portfolio which consists of 20 individually selected stocks from the Dow Jones Industrial Average.	Finance
Harris Investment Management, Inc. Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice	Finance
Wayne State University (Michigan) Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Banc One Investment Advisors Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions.	Finance
University of Tennessee University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
JPMorgan Investment Advisors, Inc. JPMorgan Investment Advisors, Inc. Investment ManagersFinance Provides investment acvice	Finance
OLDE Discount Corp. OLDE Discount Corp. Investment Banks/BrokersFinance Provides securites brokerage services	Finance