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Allen Trust Company Makes Board Appointment

 

PORTLAND, Ore. (October 3, 2006) – Allen Trust Company today announced it has added John W. “Jack” Winter, Jr. to its board of directors.

“We are happy to have Jack join us,” said Stuart Allen, President of Allen Trust Company. “He has a high level of understanding regarding the issues surrounding our business as do all our board members. We look forward to working with him to make Allen Trust all it can be.”

Winter spent most of his career with Arthur Andersen, LLP. His last position with them was managing partner of Andersen’s Pacific Northwest Audit and Business Advisory. Since leaving Andersen in 1998, he has engaged in venture capital activities as well as ownership and management of entrepreneurial businesses.

Allen Trust board members Cam Richardson and Vern Cameron joined when the company was chartered by the state of Oregon in April of this year. Cam Richardson practiced law in the area of planning for family wealth transfers. He has authored a number of articles on wealth management.

Vern Cameron spent 46 years in the investment industry, starting at Merrill Lynch and concluding as U.S. Bank Trust Department’s vice president, senior portfolio manager. He currently serves as arbitrator for the National Association of Security Dealers (NASD).

Winter is the sixth board member for Allen Trust Company. Stuart Allen, Sarah Allen, and Edward Hughes, all continuously affiliated with Allen Trust Company, round out the board.

Allen Trust Company provides trust and investment management services to clients in the Pacific Northwest. Formerly a division of National Independent Trust Company (NITC), Allen Trust Company still uses the services of NITC, but now operates independently. Allen Trust Company was chartered by the state of Oregon as a trust-only bank in April 2006, just as the company celebrated its fifth anniversary.

Founded by Stuart B. Allen, Allen Trust is a full-service trust company. With its companion company, Allen Capital Management, it provides personalized trust and comprehensive investment management services for individuals, families, and charitable organizations. The two share staff, location, and resources. More at allentrust.com and allencapital.com.

 

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"Everyone here has a high level of technical skill, market knowledge, and discipline, enhanced by human understanding, good judgement, patience, and integrity." Stuart Allen

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