Daryl Allen is a Senior Vice President with UBS Private Wealth Management in Houston, where he serves as an investment advisor. Prior to joining UBS, he was a Director with Credit Suisse Private Banking, as well as a senior relationship manager and wealth strategist with Atlantic Trust. Mr. Allen began his professional career as a senior accountant with KPMG Peat Marwick and later practiced law, specializing in probate, guardianship, estate and trust planning and administration, and income tax planning.
Mr. Allen is a member of a number of professional associations, including the Houston Estate and Financial Forum, the Houston Wealth Advisory Forum, and the Houston Business and Estate Planning Council. He currently is a member of the board of directors for Camp Aranzazu, a therapeutic recreational camp for children with special needs and lifethreatening illnesses.
Daryl received a bachelor’s degree in Accounting from Southwestern in 1993 and his law degree, cum laude, from the University of Houston Law Center in 1998. He formerly served as President of the Association of Southwestern University Alumni and on Southwestern’s Board of Trustees. Daryl serves on Southwestern’s Board of Visitors and as a member of the Investment Committee for Southwestern’s permanent endowment.
Registered States:
CA, CO, GA, IL, KS, LA, MA, MD, MS, NE, NY, OK, SC, SD, TX, UT