In addition to investing portfolios for individually managed account clients, Allen has been a Co-Manager of the Small Cap Fund since 2015. In April 2019, he was named Lead Manager of the Small Cap Fund. In his roles, Allen conducts research and financial analysis of a variety of companies. He also monitors economic trends in the country, financial news, and any updates in the financial market of the region. For his portfolios, he implements our investment strategy to meet the client's investment objectives. Allen regularly interacts with clients and answers questions about our strategy.
Allen's career began with MIMLIC Asset Management, where he worked as a Research Analyst, later joining an independent subsidiary of MIMLIC. He continued his career at Advantus Capital Management as an Assistant Portfolio Manager and Senior Analyst and eventually became Co-Manager of a large cap growth portfolio and a balanced fund. In 2003, he joined U.S. Bancorp Asset Management and was the Senior Manager of small cap equity, in addition to directly managing a small cap core mutual fund.
Allen earned his BA majoring in Mathematics and BBA majoring in Finance from the University of Wisconsin, Eau Claire. He also has an MBA with a specialization in Finance from the Carlson School of Management at the University of Minnesota.
He is a CFA charterholder as well as a Chartered Investment Counselor.