ALAN KOVALSKY is proud to have been born and raised in New York, and grateful for the eight subsequent years he resided in beautiful Northern California. Now an adopted Indiana Hoosier, Alan is happy to call the Midwest his home.  Alan received his Bachelor’s Degree at the University of New York at Albany, graduating Summa Cum Laude, with a double concentration in Finance and Management Information Systems, and earned his Law Degree at the University of California, Davis – King Hall.  He is admitted into the State Bars of Indiana and California.

Alan joined the Mendelsohn & Associates team, heading up Intellectual Property enforcement projects for several of our clients.  Prior to working at Mendelsohn & Associates, Alan enjoyed some 20 years of diverse experience in a variety of legal and financial advisory roles, with his most recent being that of High Net Worth Specialist at Charles Schwab & Co.  Before coming to Mendelsohn & Associates, Alan’s primary areas of expertise included estate & trust planning and administration, as well as tax and gift planning.  Alan excels at, and enjoys, breaking down complex matters into understandable explanations for others, quickly building trust and confidence upon which both co-workers and clients can readily rely in selecting their best course of action.

A music lover, and having recently become an empty-nester, Alan hopes he will now finally find the time to learn to play that piano he bought, more than a few years ago!