Brian Allen

Brian Allen Email and Phone Number

Chief Investment Officer @ CS McKee
Brian Allen's Location
Sewickley, Pennsylvania, United States, United States
Brian Allen's Contact Details

Brian Allen work email

Brian Allen personal email

n/a
About Brian Allen

Brian Allen is a Chief Investment Officer at CS McKee. He possess expertise in fixed income, portfolio management, management, asset allocation, financial analysis and 4 more skills. He is proficient in English. Colleagues describe him as "I have tremendous respect for Brian Allen. At C.S. McKee, Brian’s market knowledge and investment management skills is truly valued by management and their clients. This is evident by the performance of the fixed-income portfolios compared to the benchmarks. He is a consummate professional in the office or when traveling with marketing managers for presentations. And, I consider Brian a trusted friend with a lot of integrity."

Brian Allen's Current Company Details
CS McKee

Cs Mckee

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Chief Investment Officer
Brian Allen Work Experience Details
  • Cs Mckee
    Chief Investment Officer
    Cs Mckee Jul 2023 - Present
    Pittsburgh, Pennsylvania, United States
    Supervise and develop a team of accomplished portfolio managers and analysts in the implementation of active Equity, Fixed Income, and Tactical strategies. Primary new business / client service contact within the Investment group. Determine asset allocation for balanced portfolios.Business strategy and product development. Appearances on Bloomberg, TD Ameritrade and Advisor Shares platforms, Barron’s.
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  • C.S. Mckee
    Senior Vice President
    C.S. Mckee Mar 1999 - Jul 2023
    Pittsburgh, Pa
    Actively manage $6.5 billion in Core Fixed Income assets as part of a 7-person team employing a high quality, high liquidity, and principal preservation philosophy. Securitized sector (agency passthru/CMO/CMBS and private label ABS/CMBS focus.
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  • Patterson Capital
    Portfolio Manager
    Patterson Capital Sep 1993 - Aug 1998
    Los Angeles
    • Actively managed up to $800 million in intermediate and long maturity institutional funds in the domestic and international fixed income markets through duration, yield curve, sector, and security strategies. Invested in all sectors including corporates, MBS, and ABS.• Consistently outperformed benchmark indexes.• Directed in-house mortgage and asset backed research.• Supervised intermediate and long maturity trading functions including two trading assistants.• Designed and implemented improved fundamental and technical research and investment process. Performed in-depth research of the domestic and global fixed income markets. Supervised one research analyst.• Presented investment performance results and investment process strategies to current and prospective clients.
  • Nationsbank
    Portfolio Manager
    Nationsbank 1988 - 1991
    Bethesda, Md
    • Actively managed $130 million of personal, employee benefit, and corporate trust funds in the equity and fixed income markets. Managed equities under a large-cap value orientation and fixed income utilizing active duration, sector, and credit quality management.• Co-managed equity growth fund for personal trust clients.• Supervised the Maryland municipal bond and money market instruments trading functions, overseeing one trader and one assistant.• Conducted individual and plan participant client meetings to review investment performance and objectives.• Assisted business development efforts, presenting investment philosophy and performance to prospective clients.
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Brian Allen Skills

Fixed Income Portfolio Management Management Asset Allocation Financial Analysis Investment Strategies Bloomberg Wealth Management Investment Advisory

Brian Allen Education Details

Frequently Asked Questions about Brian Allen

What company does Brian Allen work for?

Brian Allen works for Cs Mckee

What is Brian Allen's role at the current company?

Brian Allen's current role is Chief Investment Officer.

What is Brian Allen's email address?

Brian Allen's email address is ba****@****kee.com

What is Brian Allen's direct phone number?

Brian Allen's direct phone number is +141256*****

What schools did Brian Allen attend?

Brian Allen attended The Wharton School, James Madison University - College Of Business.

What are some of Brian Allen's interests?

Brian Allen has interest in Golf, Travel, Children, Investing.

What skills is Brian Allen known for?

Brian Allen has skills like Fixed Income, Portfolio Management, Management, Asset Allocation, Financial Analysis, Investment Strategies, Bloomberg, Wealth Management, Investment Advisory.

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