Jason Allen, CFA

"Working to help clients meet their goals and protect their assets is the most fulfilling aspect of being at Boys Arnold."

Jason Allen joined the firm in January 2010 as an Investment Counselor, managing client portfolios in the Hilton Head office, engaging in building new client relationships in the region, and overseeing the development of comprehensive wealth solutions for these clients. Jason serves on the Investment and Financial Planning Committees at Boys Arnold.

Prior to joining the firm, he spent eight years as a portfolio manager and research analyst at Atlanta Equity Research, an independent equity research and investment management firm he co-founded in 2002. He also spent five years as an equity research analyst at SunTrust Robinson Humphrey, an Atlanta, Georgia-based investment bank. He has a B.S. in Business Administration from Wake Forest University and an MBA from the Babcock Graduate School of Management at Wake Forest University. Jason achieved the designation of Chartered Financial Analyst (CFA) in 2000.

jallen@boysarnold.com