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Allen is the co-portfolio manager of the Core Equity strategy. He is also the lead fundamental equity analyst for the Communication Services, Industrials, and Information Technology sectors across all strategies. Additionally, he serves as a client portfolio manager working with high-net-worth individuals and institutional clients. He is a member of the Asset Allocation Committee responsible for setting strategic and tactical positioning in client portfolios. Allen joined Eastern Wealth Management in 2018, which merged with Cambridge Trust Wealth Management in 2024. Previously, he has worked at RBC Global Asset Management, Wellington Management, and BlackRock.

Allen is a CFA charter holder and member of the Boston CFA Society. He earned a B.S. from Drexel University with concentrations in Finance and Economics and an M.B.A. with distinction, specializing in Asset Management from Boston College. Allen has over 20 years of investment industry experience.