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$2.8 trillion
In invested assets globally
As of 06/30/2022
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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.
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
Credentials
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.
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
Credentials
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$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
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