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John Allen — Chief Investment Officer, Partner · Aspiriant · Los Angeles Metropolitan Area.
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About
John Allen is Chief Investment Officer at Aspiriant, which he joined in that role in 2014. He leads the Investment Strategy & Research Group and chairs the Investment Committee, with responsibilities spanning asset allocation, portfolio construction, manager selection and risk management. Previously, Allen worked on the client-service team at GMO and headed investments for a Los Angeles family office, managing both its overall portfolio and direct investments. His earlier career included investment banking at Donaldson, Lufkin & Jenrette and consulting at Stern Stewart. He earned a BS in Economics from the University of Virginia and holds the CFA and CAIA designations.
Experience
Investment Advisor
GMO · San Francisco Bay Area
Mar 2009 – Jan 2014
Education
Skills
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