Home Account Access Allen Capital Management
Our Board Members
   

SHERYL MANNING, CPA

Sheryl is a Certified Public Accountant, with more than 20 years of experience in former Big 8 public accounting firms and private practice, and she has served on a number of corporate, non-profit, community and governmental boards. She currently serves on the governing board of Legacy Health, a six hospital system headquartered in Portland, Oregon, and on the boards of several other charitable organizations. Sheryl earned her Bachelor of Science degree in Business Administration at the University of Montana.

 

Professional Affiliations

   Governance Fellow, National Association of Corporate Directors

 

Community Involvement

   Board of Trustees, World Affairs Council of Oregon

   Board Member and Governance Committee Chair, New Avenues for

     Youth

   Advisory Board Member, Girls Inc. of the Pacific Northwest

   Emeritus Board, Classic Wines Auction Inc.

 

 

 

Sheryl Manning

TERRENCE R. PANCOAST

Terry serves as Senior Counsel at Stoel Rives LLP, Oregon’s largest law firm. He practices in the areas of estate planning, tax-exempt organizations, trusts, and family and closely-held businesses. The clients with whom he works include high net worth individuals and families, grant-making foundations, colleges and other operating charities, trustees of trusts, and various business entities. He is listed in Oregon Super Lawyers and Best Lawyers in America, and was selected by Best Lawyers as the Portland Non-Profit/Charities Law Lawyer of the Year for 2015. Terry earned his Bachelor of Laws cum laude from Harvard Law School and his Bachelor of Arts summa cum laude from Whitman College.

 

Professional Affiliations

   Fellow, American College of Trust and Estate Counsel

   Member, Estate Planning Council of Portland

   Member of planned giving advisory council at Whitman College

 

Community Involvement

   Trustee, Rose E. Tucker Charitable Trust

   Board of Trustees, The Herbert A. Templeton Foundation

   Past board member and chair, Oregon Symphony Association

   Past vestry member, Trinity Episcopal Cathedral

   Past board member and president, "I Have A Dream" Foundation –

     Oregon

   Past board member and chair, Planned Parenthood of the Columbia-

     Willamette

   Past board member and chair, Riverdale School District

 

 

 

Terry R. Pancoast

KERRY TYMCHUK, JD

Kerry is the Executive Director of the Oregon Historical Society and a fifth-generation Oregonian. Prior to assuming the helm at OHS, he earned a reputation as one of Oregon's most respected public servants. Kerry’s career included service as a Marion County Deputy District Attorney, Legal Counsel to U.S. Congressman Denny Smith, Director of Speechwriting to U.S. Secretary of Labor Elizabeth Dole, Director of Speechwriting and Legal Counsel to U.S. Senator Bob Dole, and Oregon Chief of Staff to U.S. Senator Gordon Smith. He earned both his Bachelor of Arts degree in History and his Juris Doctor at Willamette University.

 

Professional Affiliations

   Member, Willamette University Board of Trustees

 

Community Involvement

   Chairman of the Board, Special Olympics Oregon

 

 

 

Kerry Tymchuk

VERN CAMERON

Vern worked for 46 years in the investment industry, retiring in 2005. He started in 1959 at Merrill Lynch and concluded his career as Vice President & Senior Portfolio Manager of the U.S. Bank Trust Department. There he determined asset allocation for trusts and made investment decisions on fixed income, equity, and mutual fund securities. Vern supervised the Bank’s investment employees in Portland, Eugene, and Vancouver.

 

Professional Affiliations

   Arbitrator, National Association of Securities Dealers 

   Past President, Portland Bond Club

 

Community Involvement

   Board Member, Goodwill Industries

   Chairman of Trustees, Christ the King School Endowment Board

   Member, Family Foundation

   Member Capital Campaign, De LaSalle North Catholic High School

   Past Board Member, La Salle High School of Milwaukie and its

     Foundation Board

   Past Board Member, Volunteers of America. 

 

 

 

Vern Cameron

SARAH ALLEN

A Tulane University graduate, Sarah’s principal responsibility is the care of the Allen clan. She and Stuart have three children. Sarah is a major shareholder at Allen Trust Company.

 

Community Involvement

   School Volunteer

   Committee Chair, Multnomah Library Gala

 

 

 

 

Sarah Allen

STUART B. ALLEN, JD, CTFA

President and founder of Allen Trust Company and Allen Capital Management, Stuart is a Certified Trust and Financial Advisor (CTFA) and an attorney with more than a decade of experience in trust services and investment management. Prior to founding Allen Trust Company and Allen Capital Management, Stuart served in two of the largest national bank trust departments in Oregon. Stuart earned a Bachelor of Science in Finance & Political Science from the University of Oregon before earning his Juris Doctor at Texas Wesleyan University. Stuart guides the overall direction of the firm, is active in trust administration, and helps shape the investment policy for the company.

 

Professional Affiliations

   Past Chair, Trust Committee, Oregon Bankers Association

   Board Member, Oregon Bankers Association Education Foundation

   Secretary-Treasurer, Oregon Bankers Association Education Foundation

   Board Member, Association of Trust Organizations

   Member, Oregon State Bar (Estate Planning, Tax and Elder Law

     Sections)

   Member, Oregon State Bar, Estate Planning Section Executive Committee

 

Community Involvement

   President, Oregon Forum

   Board Member, Lincoln High School Foundation

 

 

 

Stuart B Allen
 

©2006 Allen Trust Company | home | account access | contact us | trust services | about us | Allen Capital Management | Privacy and Security