Allen joined Great Lakes Advisors in 2021 as Managing Director/Portfolio Specialist. He works closely with our Investment Teams and is a key liaison between portfolio management and relationship management teams within the firm and with our clients. Prior to joining GLA, he spent nearly a decade with Raymond James Financial in their Asset Management Group as a Portfolio Specialist and consultant. Most recently, Allen was working with the firm’s investment committee and had an active role in product development and advisor research/education. He was also elected by the firm’s executive committee to lead a D&I network and champion an inclusive environment among employees.
Education and Professional Credentials