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Chief Investment Officer As Allen Trust Company’s Chief Investment Officer, Bill is responsible for developing firm investment strategy and overseeing capital markets research and management of client portfolios. He earned his undergraduate degree, with honors, from Stanford University, including study at Oxford University. He received his Masters of Science in Financial Analysis (MSFA) at Portland State University. He has completed the Chartered Financial Analyst program and earned the CFA designation, a globally recognized standard for measuring the competence and integrity of investment professionals. He is a Director of the Jeffrey Company, a private investment company focused on tax-efficient, long time horizon strategies. He serves on Jeffrey’s Trust Advisory and Executive committees, and on the Board of its Delaware subsidiary, the Jeflion Investment Company. He also has served on the Investment Committee of the National Independent Trust Company. In addition, he has an extensive background in real estate investment, including multi-family, retail and raw land. Bill authors the monthly Investment Update for Allen Trust Company.
Professional Affiliation ▪ Chartered Financial Analyst Society of Portland Community Involvement ▪ Past Board Member, Portland Children's Museum
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Vice President & Senior Trust Officer Tara is a Certified Trust and Financial Advisor (CTFA) and an attorney. She received her Bachelor of Business Administration in Finance from Washington State University and went on to earn her Juris Doctorate from Willamette University College of Law. Prior to attending law school, Tara served as a Registered Representative with a National Broker/Dealer. Formerly responsible for day-to-day trust administration, Tara now supervises those duties. Her primary responsibility involves coordination of the firm’s operational and compliance requirements; although, she is known to jump in as the tasks at hand require. She is sought after as speaker on the subject of probate and trust administration.
Professional Affiliation ▪ Member, Oregon State Bar, Estate Planning, and Elder Law Sections ▪ Member, Portland Estate Planning Council ▪ Member, Elder Law Sections ▪ Member, GPCA (Greater Portland Compliance Association) Community Involvement ▪ Past Board Member, Albertina Kerr Centers
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Vice President, Charitable Services Sharon is an attorney with over 10 years of combined legal and charitable planning experience. She received her B.A. from the University of Washington and her Juris Doctor from Willamette University College of Law. Prior to joining Allen Trust Company, Sharon was Associate Director of Planned Giving for Oregon Health and Sciences University Foundation and Doernbecher Children’s Hospital Foundation, she gained extensive experience in establishing charitable trusts, gift annuities and endowments. Her responsibilities at Allen Trust include assisting nonprofit organizations, their donors and advisors regarding the various charitable management services offered by Allen Trust Company, and administering gift plans for individuals and charities.
Professional Affiliations ▪ Member, Oregon, Washington and California State Bars ▪ Member, Northwest Planned Giving Roundtable Community Involvement ▪ Member, Planned Giving Council, OHSU Foundation ▪ Member, St. Ignatius School Advisory Council
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Portfolio Manager As Portfolio Manager, Monica performs investment research and analysis and is involved in all aspects of managing client portfolios. Monica earned her Masters of Business Administration (MBA) from the University of Oregon, and her Bachelor of Science in Business Administration/Management Information Systems, magna cum laude, from the University of Tulsa. A world-ranked professional tennis player after college, Monica also worked as Assistant Coach of the University of Oregon Women’s Tennis team while earning her MBA, and helped lead the team to a Top 20 national ranking, its highest ever. Prior to that she founded and ran a successful computer consulting business in Santa Cruz, Bolivia. At present Monica is a Level III candidate in the Chartered Financial Analyst (CFA) program and has just recently earned her second masters degree in Financial Analysis (MSFA), magna cum laude, from Portland State University. Ever the overachiever, she also speaks three languages: English, Spanish, and Portuguese.
Professional Affiliation ▪ Chartered Financial Analyst Society of Portland Community Involvement ▪ Member, Rotary International
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Administrative Assistant Do you need someone with trust, estate & legal experience? If so, Susan has 16 years experience in trust administration. She was a consultant for First Republic; a trust officer & administrative assistant at US Trust, Wells Fargo & First Interstate Banks. Susan was also a legal assistant for 12 years in Oregon, Kansas & Indiana. She attended Cannon Trust School & Illinois State University.
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System Administrator Where would we be without Andreas’ computer savvy? His cross-functional expertise in multiple user and server operating systems keeps our businesses humming. He troubleshoots the most vexing computer problems with ease. Andreas holds a Masters of Computer Science degree from Portland State University.
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Trust Real Estate Officer Ed brings over 35 years of trust and banking experience to Allen Trust Company. Before joining Allen Trust Company, Ed was a Vice President and Regional manager of the Trust Real Estate Division of US Bank of Oregon, where he developed extensive skills in asset management, including sales and leasing of commercial, unimproved, and residential real estate, insurance, loans, regulations and property operating systems. Prior to his tenure with US Bank of Oregon, he was the Vice President and Group Manager of Trust Operations for US Bank of Washington. Ed attended the University of Washington.
Professional Affiliations ▪ Pacific Coast Banking School Graduate ▪ American Institute of Banking Graduate ▪ Member, National Trust Real Estate Managers Association ▪ Member, Portland Building Owners and Managers Association ▪ Past Treasurer, Program Chairman, and Board Member, Seattle Building Owners and Managers Association
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Account Specialist Leslie is an attorney with over five years experience as an estate planner and litigator. She received her Bachelor of Science from the University of Washington and her Juris Doctor from Lewis and Clark Law School. Before joining Allen Trust Company, Leslie was an attorney for the Northwest Justice Project, Washington State’s legal aid provider. At the Northwest Justice Project, Leslie’s practice focused on estate planning, developmental disability services, Medicaid and Medicare. Leslie also provided legal services to seniors living within the boundaries of the Yakama Nation. At Allen Trust Company, Leslie works with clients, trust officers and investment managers to keep the trust administration running smoothly.
Professional Affiliation ▪ Member, Oregon State Bar ▪ Member, Washington State Bar ▪ Member, Oregon Women Lawyers Association
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Vice President, Trust Officer Carrie is a Certified Trust and Financial Advisor (CTFA) with over 20 years experience in trust services and investment management. She received her Bachelor of Arts in Management and Human Relations cum laude from Trevecca University. Prior to joining Allen Trust Company, Carrie served as Vice President and senior relationship manager at SunTrust Banks, Inc. Earlier in her career, Carrie served as a registered representative and principal for a Tennessee broker-dealer managing its compliance functions. Carrie's responsibilities at Allen Trust company include trust administration and new business development.
Professional Affiliation ▪ Member, Estate Planning Council ▪ Member, Financial Planning Association ▪ Member, Family Firm Institute ▪ Member, Women in Insurance and Financial Services Community Involvement ▪ Board Member, Bernese Mountain Dog Club of Oregon ▪ Member, Architectural Heritage Center of Portland
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Senior Vice President Wake is responsible for marketing financial services to high-net-worth individuals, families, and institutional clients, including foundations, endowments, and corporations. His years of experience in law, business, and finance support his commitment to serving individuals, corporations, and charitable entities at Allen Trust Company. Wake received a B.A. in Economics from Notre Dame and became a Doctor of Jurisprudence at Willamette College of Law. Prior to joining Allen Trust Company, Wake had 15 years of experience with First Republic and US Trust as their Managing Director and Senior Vice President, respectively. Previously, he was the owner and President of Killham Stationery & Printing Company, and he practiced law as a partner with Westover, Currey, Matsen & Mack in Newport Beach, California. Wake served as a captain in the U.S. Marine Corps as a member of the Judge Advocate General Corps in the Third Marine Aircraft Wing.
Professional Affiliation ▪ Board Member, Portland Estate Planning Council ▪ Member, Oregon State Bar ▪ Member, California State Bar Community Involvement ▪ Board Member and Past President, Doernbecher Children’s Hospital Foundation ▪ Board Member, Planned Giving Council, OHSU Foundation ▪ Past Board Member, Multnomah Athletic Foundation ▪ Past Board Member, Arlington Club ▪ Past Board Member and Past President, The Racquet Club
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Client Services Coordinator Carol provides essential support to every corner of the office, especially to our fearless leader. After attending the University of Dayton and raising a family, Carol focused her career on administration and sales in the insurance and retail Industries. Carol continues to use her skills to assist our team and support Allen Trust Company clients.
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President & CEO 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 B.S. in Finance & Political Science from the University of Oregon before earning his Juris Doctor at Texas Wesleyan University. Allen 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 ▪ Member, Oregon State Bar, Estate Planning and Tax & Elder Law Sections Community Involvement ▪ Trustee, Multnomah County Library Foundation ▪ Treasurer, Oregon Forum
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Our Affiliations Through our active involvement in the following professional organizations, we strive to affect positive change:
▪ Estate Planning Council of Portland, Inc. ▪ Northwest Planned Giving Roundtable ▪ National Committee on Planned Giving ▪ Family Firm Institute, Inc. ▪ Oregon Bankers Association ▪ Portland Society of Financial Analysts ▪ Association for Investment Management Research ▪ Financial Planning Association of Oregon & SW Washington ▪ Oregon State Bar, Estate Planning and Administration, Tax and Elder Law Sections ▪ Multnomah Bar Association ▪ National Trust Real Estate Managers Association
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©2006 Allen Trust Company | home | account access | contact us | trust services | about us | Allen Capital Management | Privacy and Security |
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