J. Alan Reid, Jr.

'J. Alan Reid, Jr. "is CEO and a Founder of Forward Management, the Investment Advisor for the Forward Funds and the Accessor Funds. With 21 years of experience in the financial services industry, Mr. Reid is known for his innovative approach to developing strategic alliances and pioneering technological solutions. He was formerly a Principal and Executive Director of the Private Wealth Management team at Morgan Stanley, and a Senior Vice President and Director of Business Delivery at Morgan Stanley Dean Witter Online. In this capacity, he designed and implemented the company’s mutual fund platform and aggregation strategy, in addition to designing and building the online firm’s call centers, product delivery, human resources infrastructure and mutual fund supermarket.

"Mr. Reid has a long-standing passion for asset allocation, having served as the founding member of the Frontier Analytics advisory board. In that role Mr. Reid led adoption of new asset modeling while being forced to defend industry practices at the skeptical eye of Dr. Harry Markowitz, the more recognized member of the Board.

"Mr. Reid also served for 12 years on the Advisory Board for Sungard. He continues to serve on many industry and thought leadership committees, and is also a member of the Board of Governors of the Investment Company Institute, and the Board of Directors of FOLIOfn. Mr. Reid holds a B.S. in Business Administration from Menlo College, where he was awarded The Faculty Award for leadership, character, and service."