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Stuart Allen

Stuart B. Allen, JD

 
 

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 25 years 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 guides the overall direction of the firm, is active in trust administration, and helps shape the investment policy for the company. His interest in financial matters began at the age of 13 when he handled payroll for a construction company. He’s had a job since the age of nine and is a distinguished alumnus of Hermiston High School where he once gave a commencement speech that is still talked about today.  

He earned a Bachelor of Science in Finance & Political Science from the University of Oregon and his Juris Doctor at Texas Wesleyan University.

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