Allen is a Director of ESG, Risk and Analysis and is responsible for developing Chartwell’s sustainability program, quantitative monitoring of Chartwell’s strategies, and assisting with Chartwell’s private client accounts. Allen has been with Chartwell since 2016. Allen is also part of the ESG Committee and the Technology Committee. Prior to this role, Allen was a Strategic Accounts Manager responsible for serving the independent channel on Chartwell’s Advisor Services group. Before joining Chartwell, Allen was Director of Analytics and Product Management at the Killen Group and a Research Analyst at the Killen Group prior to that. He also worked as a Business Valuation Manager at Deloitte Financial Advisory Services and as a Senior Auditor at Deloitte & Touche early in his career.
- B.S. in Finance from the Pennsylvania State University
- CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia