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Tara M Hendison Julie C Bryan Julio C. Quinteros, Jr. "Everyone here has a high level of technical skill, market knowledge, and discipline, enhanced by human understanding, good judgement, patience, and integrity." Stuart Allen
Allison Grebe Lee Stephen A Paul Kathleen M Host
Carrie H Nobles Jodi Cvar
Andreas Steven Carol A Krisko Stuart B Allen

TARA M. HENDISON, JD, CTFA

Principal, Executive Vice President

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 Doctor 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 firmís operational and compliance requirements, although she is known to jump in as the tasks at hand require. She is a sought-after speaker on the subject of probate and trust administration.

 

Professional Affiliations

   Member, Oregon State Bar (Elder Law Section)

   Member, Portland Estate Planning Council

   Member, Greater Portland Compliance Association

 

Community Involvement

   Past Board Member, Albertina Kerr Centers

   Member, Rotary Club of Portland

 

 

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Tara M Hendison

JULIE C. BRYAN, CFA

Senior Portfolio Manager

As our Senior Portfolio Manager, Julie is responsible for investment research and analysis, client service, conducting trades, and assisting in all aspects of managing client portfolios. She has worked in the investment business for over 25 years, with a strong track record over the years in portfolio management, equity analysis, and client service. Prior to joining Allen Trust Company, Julie served as Vice President, Director of Research and Portfolio Manager for MKG Financial Group. Earlier in her career, Julie served as a portfolio manager at the Crabbe Huson Group, as well as an equity analyst at S.G. Warburg and Jennifer Black and Associates. She received her Bachelor of Arts in International Relations with an emphasis in Economics from Stanford University and her Master of Business Administration from Marylhurst University. Julie has studied and worked in Berlin, Germany and holds the Chartered Financial Analyst designation.

 

Professional Affiliations

   Member, Chartered Financial Analyst Society of Portland

 

Community Involvement

   Member, Allied Professionals Council for Legacy Health

   Past Parent Volunteer, Jesuit High School

   Past Resource Board Member, CARES Northwest

   Past Board Member, Our Lady of the Lake Endowment Fund Advisory

     Resource Board

 

 

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Julie C Bryan

JULIO C. QUINTEROS, JR.

Portfolio Manager

Julioís career spans more than 20 years with an emphasis on equity analysis and corporate development. He has a strong track record in public and private equity markets balancing financial analysis and diligence, competitive analysis, and a global markets perspective. As a Portfolio Manager at Allen Trust Company, Mr. Quinteros is responsible for performing investment research and analysis, client services, and assisting in all aspects of managing client portfolios. In his previous efforts at Opus, he was a Senior Vice President responsible for strategy, M&A, and corporate development. Prior to this position, his career included a 17-year period as a Wall Street equity research analyst where he started at Credit Suisse, followed by 15-years at global investment bank Goldman Sachs. As a senior equity analyst, he led the IT Services research effort at Goldman Sachs where his coverage included a diverse set of enterprise facing and financial technology companies. During his tenure at Goldman, Julio ranked as the top stock Internet and Computer Services stock picker in the 2006 Wall Street Journal Annual Analyst Ranking survey. He placed among the top stock pickers in his sector in 2009 and 2012. Mr. Quinteros holds a Bachelor of Arts degree in International Relations from the University of Southern California.

 

Community Involvement

   Board Member, Boys & Girls Club of Portland

 

 

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Julio C. Quinteros, Jr.

ALLISON GREBE LEE

Financial Planner / Trust Officer

Allison is responsible for developing and managing Allen Trust Companyís financial planning services. Allison creates a customized, comprehensive roadmap for each client. Depending on specific needs, she can cover everything from basic financial literacy and budgeting, to assisting with investment and retirement plans. Allison also works with trust clients providing trust administration services. Prior to joining Allen Trust Company, Allison worked in the investment consulting industry, providing business development and marketing services for more than ten years. She also lived and worked in Ireland and England for five years before returning to her native Oregon. She holds a Master of Business Administration degree from Trinity College Dublin (The University of Dublin), an Executive Certificate of Financial Planning from the University of Portland, Pamplin School of Business, and a Bachelor of Arts degree in Communications from the University of Portland
 

Community Involvement

   Member, Budget and Finance Committee, Multnomah Athletic Club

   Board Member and Fundraising Coordinator, Apoyemos al EspaŮol

   Den Leader, Cub Scout

   Parent Volunteer, Ainsworth Elementary School

   Past Chair, Communications Committee, Multnomah Athletic Club

   Past VP of Membership, Toastmasters

 

 

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Allison Grebe Lee

STEPHEN A. PAUL, CPA

Tax Specialist

Stephen is a Certified Public Accountant. Prior to joining Allen Trust Company, he worked as an accountant at a local CPA firm, with emphasis on business and individual tax preparation and financial statement audits for non-profit organizations. He earned a Bachelor of Science in Political Science from the University of Oregon before attending Portland State University, where he received a Post-Baccalaureate Accounting Certificate. Stephen is responsible for assisting clients with tax returns and other tax related services.
 

Professional Affiliations

  Member, American Institute of CPAs (AICPA)

   Member, Oregon Society of CPAs

 

 

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Stephen A. Paul

KATHLEEN M. HOST, CTFA, CISP

Vice President & Senior Trust Officer

With over 30 years of wealth management and trust administration experience, Kathleen brings extensive knowledge in handling every aspect of trust administration. She carries out the letter and spirit of trust agreements to bring grantorsí wishes to fruition, and helps families transitioning from one stage of life to the next. In addition, she also supports family foundations, administers various types of individual retirement accounts and settles estates. Prior to joining Allen Trust Company, Kathleen served as Vice President and Senior Trust Officer at First Republic Trust Company, U.S. Trust Company, Wells Fargo and as Assistant Vice President and Trust Officer at Bank of California. She is a graduate of Cannon Financial Institute and holds the professional designation of Certified Trust and Financial Advisor (CTFA).
 

Professional Affiliations

  Member, Portland Estate Planning Council

   Member, American Bankers Association

 

 

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Kathleen M Host

CARRIE H. NOBLES, CTFA

Vice President & Senior Trust Officer

Carrie has over 26 years of experience in trust administration and wealth management. Prior to joining Allen Trust Company, she served as Vice President and Senior Relationship Manager at SunTrust Banks, Inc., and as Vice President and Trust Officer at Regions Bank. Earlier in her career, Carrie served as a registered representative and principal for a Tennessee broker-dealer managing its compliance functions. She received her Bachelor of Arts in Management and Human Relations cum laude from Trevecca University, graduated with honors from Cannon Financial Institute, and received her Certificate in Financial Planning from Belmont University. Carrie holds the professional designation of Certified Trust and Financial Advisor (CTFA), and her responsibilities at Allen Trust Company include trust administration and new business development.

 

Professional Affiliations

   Member, Estate Planning Council of Portland

   Member, Estate Planning Council of SW Washington

   Member, Financial Planning Association

 

Community Involvement

   Board Member, Friends of the Columbia Gorge

   Board member, Bernese Mountain Dog Club of Oregon

 

 

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Carrie H Nobles

JODI CVAR

Executive Assistant

Jodiís experience as accounting manager for a private equity group and executive assistant in a busy law practice, combined with more than 13 years in residential real estate sales provide her the abilities and knowledge to provide support across the board at Allen Trust Company and to deliver professional and confidential client service. She is happy to be back in Oregon, near her family, after living in Denver, Colorado for more than 25 years.

 

 

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Jodi Cvar

PENNY M. HATHAWAY, CPA

Fiscal Manager

Penny coordinates all corporate financial reporting, in-house tax preparation, and the employee benefit program. She serves as our Fiscal Manager and Human Resources Officer. Penny draws on years of experience in both the public and private sector, during which she managed commercial real estate loan administration and performed internal audit and financial analysis in the banking industry. She is a Certified Public Accountant (CPA) and a member of the AICPA and the Oregon Society of CPAs. Penny received her Bachelor of Science in Business Administration with an emphasis in accounting from the University of Montana in Missoula.

 

Professional Affiliations

   Member, Oregon Board of Accountancy

   Member, American Institute of CPAs (AICPA)

   Member, Montana Board of Public Accountants

   Member, Oregon Society of CPAs

 

Community Involvement

   Member, St. Stephen Lutheran Bell Choir

   Parent Volunteer, Gladstone School District

   Past Member, U.S. Air Force Academy Parent Club of Oregon & SW

     Washington

   Past Board Chairperson, St. Stephen Lutheran Preschool

   Past Coach, Gladstone Soccer Association

   Past Instructor, Junior Achievement of Oregon & SW Washington

 

 

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Penny M Hathaway

ANDREAS STEVEN

Operation and System Administrator

With more than a decade worth of experience in the trust and wealth management firms, Andreas is responsible for evaluating and monitoring information systems to meet Allen Trust Companyís high standards for security and compliance. With his design, programming and management skills, he is continuously improving our operational and technology infrastructures to keep our firm humming and ready to serve our clientís needs. In addition, his willingness and availability to explain technical issues to the staff and clients is invaluable. He received his Bachelor of Science degree from George Fox University and his Masterís degree in Computer Science from Portland State University.

 

Professional Affiliations

   Member, Oregon Bankers Association - Technology Committee

 

 

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Andreas Steven

CAROL A. KRISKO

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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STUART B. ALLEN, JD, CTFA

President & CEO

President and CEO of Allen Trust Company and Allen Capital Management, Stuart is a Certified Trust and Financial Advisor (CTFA) and an attorney with more than two decades 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

   President and Board Member, Association of Trust Organizations

   Past Chair, Trust Committee, Oregon Bankers Association

   Board Member, Oregon Bankers Association Education Foundation

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

     Sections)

   Member, Oregon State Bar Estate Planning Section Executive Committee

 

Community Involvement

   Board Member, Oregon Sports Authority

   Member, University of Oregon Portland Council

   Past President, Oregon Forum

 

 

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Stuart B Allen

Our Affiliations

Through our active involvement in the following professional organizations, we strive to affect positive change:

 

   Estate Planning Council of Portland

   Estate Planning Council of SW Washington

   Northwest Planned Giving Roundtable

   National Committee on Planned Giving

   Oregon Bankers Association

   Portland Society of Financial Analysts

   CFA Institute

   Financial Planning Association of Oregon & SW Washington

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

     Sections)

   Association of Trust Organizations

 

 

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