Allen is currently the head of Wealth Strategy at Geller Advisors. He provides 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 avoidance.
Previous to Geller Advisors, Allen was an Executive Director and Wealth Strategist at JP Morgan for seven years. During his time there he was responsible for the Wealth Strategy practice in the Midwestern region of the U.S. markets and a select group of international offices.
Allen received his Bachelor degree at The University of Southern California, his Juris Doctor degree and master of Laws (Tax) at Washington University in St. Louis. In his free time, Allen spends time with his wife and two daughters.
Contact Allen at firstname.lastname@example.org