Insight-based advice

As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

Boardroom

J.Allen Wright, CIMA

Senior Vice President–Investments

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

Registered States:
  • AL
  • CA
  • DC
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

  • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • M.B.A., University of Georgia's Terry College of Business
  • B.S. Business Administration, University of South Carolina

Credentials

  • Certified Investment Management Analyst®
  • Senior Institutional Consultant, UBS Institutional Consulting Program
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
  • (404) 760-3370

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights