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Allison Grebe Lee

Allison Grebe Lee, MBA

 

Allison Grebe Lee, MBA

Financial Planner / Trust Officer

 
 

Allison is responsible for developing and managing Allen Trust Company’s 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 and assists with marketing efforts. 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 several years before returning to her native Oregon.

Allison 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.

When Allison isn’t hiking and camping in the wilderness, often leading Cub Scouts and Boy Scouts, she and her husband can be found chasing after their two sons and two crazy dogs at the Oregon coast.

Community Involvement

  • Committee Chair, Pack 256, Boy Scouts of America

  • Member, Cascade Pacific Council, Boy Scouts of America, District Nominating Committee

  • Member, Budget and Finance Committee, Multnomah Athletic Club

  • Member, Arlington Club Toastmasters

  • Member, Arlington Club History Committee

  • Past Chair, Communications Committee, Multnomah Athletic Club

  • Former Board Member and Fundraising Coordinator, Apoyemos el Español