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TEAM

Allen Trust Company People

“Everyone here has a high level of technical skill, market knowledge, and discipline, enhanced by compassion, good judgment, patience, and integrity.”
— Stuart B. Allen
 
 

OUR Team

Stuart B. Allen, JD, CTFA

President & CEO

Sarah M. Allen

Director

Tara M. Hendison, JD, CTFA

Principal, Executive Vice President

Andreas Steven, MCS

Chief Operating Officer

Julie C. Bryan, MBA, CFA

Chief Investment Officer

Carrie H. Nobles, CTFA

Vice President & Senior Trust Officer

KATHLEEN M. HOST,

CTFA

Vice President & Senior Trust Officer

Allison Grebe Lee, MBA, CTFA

Director of Financial Planning

Julio C. Quinteros

Portfolio Manager

Stephen A. Paul, CPA, CFP®

Tax Specialist

Carol A. Krisko

Client Services Coordinator

Jodi L. Cvar

Executive Assistant

Kate McGinn

Assistant Trust Officer

 
 
 
 

OUR Board Members

 

Stuart B. Allen, JD, CTFA

Sarah M. Allen

 

Vern Cameron

Kerry Tymchuk, JD

Sheryl Manning, CPA

Terrence R. Pancoast, LLB