About
Allan is the Equity Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services Investments team. He is responsible for tailoring investment and risk management strategies to meet clients’ financial needs.
Allan is the primary equity strategist for Washington Trust. With 10 years of experience, Allan is also responsible for building and managing strong and dynamic portfolios while working closely with others on the Wealth Management & Advisory Services team and across Washington Trust as a whole. He uses his experience to provide both insightful and accurate analysis of large cap equities and financial markets.
He holds a Chartered Financial Analyst® designation.
Advisory Expertise
- WMAS Investments Team.
Credentials
- Chartered Financial Analyst®.
Education
- MBA, Gonzaga University.
- BA, Whitworth University.
Professional Affiliations
- CFA Institute.
- CFA Society of Spokane.
