Allen serves as the Head of Wealth Strategy at Geller Advisors. He has more than a decade of experience providing strategic planning advice on matters related to income taxes, wealth transfer techniques, executive compensation, pre-transaction planning, philanthropic and non-profit organizations, family office considerations, estate disposition, trust administration, and investment management. Allen is also responsible for utilizing financial forecasting tools to demonstrate the impact of various planning concepts and strategies, including portfolio construction, retirement timing, asset concentrations, business transactions, charitable giving, choice of domicile, and estate tax minimization.
Prior to Geller Advisors, Allen was an Executive Director and Wealth Strategist at JP Morgan for seven years. During his time at JP Morgan, he was responsible for the Wealth Strategy practice in the Midwestern region of U.S. markets and a select group of international offices. Allen is also an adjunct faculty member at Washington University in St. Louis, where he occasionally teaches courses on taxation and financial topics.
After earning his Bachelor of Arts from the University of Southern California, Allen received his JD and LL.M (Tax) from Washington University in St. Louis.
Contact Allen at firstname.lastname@example.org