Travis A. Allen is a Senior Portfolio Manager and a Director in Bernstein’s Wealth Planning and Analysis Group. He is a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. As a member of the Wealth Planning and Analysis Group, Allen is responsible for research on diversification planning for holders of concentrated portfolios, multigenerational wealth transfer, philanthropy and pre-transaction planning.
Allen joined the firm’s Washington, DC, office in 1998. Since 2003, he has been a member of the Wealth Planning and Analysis Group, serving as an analyst and senior analyst before becoming a Director in 2011. He was named Senior Portfolio Manager in February 2012. Allen earned an AB from Brown University and an MBA from the University of Maryland.
He is a trustee of the Maret School, YouthBuild USA and the Kingman Boys and Girls Club.