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Allen oversees the team of equity analysts and is responsible for coordinating research efforts, including stock selection and risk management. He is also the co-portfolio manager of the Core Equity and Equity Income strategies. Allen is the lead fundamental equity analyst for the Communication Services and Industrials sectors across all strategies. Additionally, he serves as a client portfolio manager working with high-net-worth individuals and non-profit clients. Allen is a member of the Asset Allocation Committee responsible for setting strategic and tactical positioning in client portfolios. 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 is a CFA charter holder and has over 20 years of investment industry experience. His prior industry experience included working at RBC Global Asset Management, Wellington Management, BlackRock, and Susquehanna International Group.