Allison Grebe Lee

Allison Grebe Lee, MBA

 

Allison J. Grebe Lee, MBA, CTFA

Director of Financial Planning

 
 

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. Prior to joining Allen Trust Company, Allison worked in the investment consulting industry. She also lived and worked in Ireland and England for several years before returning to her native Oregon.

Allison is a Certified Trust and Financial Advisor (CTFA) and earned a Master of Business Administration degree from Trinity College Dublin (The University of Dublin). She also received an Executive Certificate of Financial Planning from the University of Portland Pamplin School of Business.

When Allison isn’t hiking and camping in the wilderness with her family, 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

  • Den Leader, Pack 256, Boy Scouts of America

  • Member, Budget and Finance Committee, Multnomah Athletic Club

  • Member, Arlington Club Toastmasters & History Committee

  • Past Chair, Communications Committee, Multnomah Athletic Club

  • Former Board Member and Fundraising Coordinator, Apoyemos el Español