Allan is a Partner, Investment Advisor and a member of the Investment Committee at Criterion Capital Advisors. He brings close to three decades of investment and financial experience to the table. Prior to founding Criterion in 2005, he was a Financial Advisor, Portfolio Manager and Branch Manager for Legg Mason Inc, a leading global investment company. Allan started in his early 20’s as a lifelong saver and investor. He has a passion to help lead others to build and preserve their wealth.
Allan earned his Bachelor of Science degree from Eastern Kentucky University. He is active in the community, and the past Chairman of the Administrative Board at West End Methodist Church, where he has been a member for over 30 years. Other leadership positions include past Co-President of the Hume-Fogg Magnet High School Parents Association, past Board Chairman of the Seven Hills Swim and Tennis Club and coach of youth sports for many years.
Allan and his wife, Gretchen, have three children. He enjoys running, reading, snow skiing, biking, hiking, and almost all fitness activities in his spare time.