Mr. Allen focuses on holistic wealth management, integrating portfolio construction, asset allocation, and risk management into a cohesive long-term strategy. He has particular expertise working with concentrated equity positions, where he helps clients manage downside risk, create tax-aware liquidity, and thoughtfully diversify while maintaining alignment with broader financial and lifestyle objectives.
Prior to joining Manhattan West, Mr. Allen spent a significant portion of his career at RBC Capital Markets and Morgan Stanley, where he advised clients through multiple market cycles and gained deep experience in sophisticated investment strategies, disciplined portfolio management, and risk-focused decision-making. This background informs his measured, process-driven approach to wealth preservation and growth.
Mr. Allen earned a Bachelor of Arts in Economics from the University of Colorado at Boulder, with an emphasis on global markets and business. He applies a macro-aware, global perspective to client portfolios, with an emphasis on protecting capital, managing volatility, and positioning wealth to endure across market environments.
Mr. Allen lives in Los Angeles with his wife and two children. Outside of work, he values family time, personal fitness, and maintaining balance—principles that mirror the long-term, intentional approach he brings to advising clients.
