Since joining the firm in 1983, Allen has worked primarily with Retirement Plans, Non-Profit Organizations, Foundations/Endowments, Financial Institutions and Family Offices, emphasizing his specialization in the development of Investment Policy, Asset Allocation, and Investment Manager Selection and Performance Measurement.

He received an MBA from the University of Georgia's Terry College of Business and a BS in Business Administration from the University of South Carolina.  He obtained his designation as a Certified Investment Management Consultant ^SM (CIMA^®), through the Wharton School of Business.  Allen is a current member of the Investment Management Consultant's Association (IMCA), an industry association delivering premier investment consulting and wealth management credentialing for Advisors, and a Registered Investment Advisor.

Allen's volunteer efforts include current Chairman of the Investment Committee for both the University of South Carolina Educational Foundation and the Covenant College Foundation, member of the Investment Committee of the Maclellan Foundation, Chairman of Georgia Leadership Council for The Arthritis Foundation, and serves on the UBS Institutional Consultant Advisory Council. He continues to be in Barron's list of Top 1,200 Advisors 2014, 2015 and 2016, and was most recently listed with the UBS Institutional Consulting Group in Atlanta as #2 in Barron's 2016 list of 30 top institutional consultants in the nation.

Allen and his wife, Cecilia, reside in Atlanta, GA. He is an active golfer and a licensed pilot.

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