Brian Allen

Experience

• 

  NationsBank

  Jan 1988 - Jan 1991

  Portfolio Manager

  • Actively managed $130 million of personal, employee benefit, and corporate trust funds in the equity and fixed income markets. Managed equities under a large-cap value orientation and fixed income utilizing active duration, sector, and credit quality management.• Co-managed equity growth fund for personal trust clients.• Supervised the Maryland municipal bond and money market instruments trading functions, overseeing one trader and one assistant.• Conducted individual and plan participant client meetings to review investment performance and objectives.• Assisted business development efforts, presenting investment philosophy and performance to prospective clients. Show less

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  Patterson Capital

  Sept 1993 - Aug 1998

  Portfolio Manager

  • Actively managed up to $800 million in intermediate and long maturity institutional funds in the domestic and international fixed income markets through duration, yield curve, sector, and security strategies. Invested in all sectors including corporates, MBS, and ABS.• Consistently outperformed benchmark indexes.• Directed in-house mortgage and asset backed research.• Supervised intermediate and long maturity trading functions including two trading assistants.• Designed and implemented improved fundamental and technical research and investment process. Performed in-depth research of the domestic and global fixed income markets. Supervised one research analyst.• Presented investment performance results and investment process strategies to current and prospective clients. Show less

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  CS McKee

  Mar 1999 - now

  Supervise and develop a team of accomplished portfolio managers and analysts in the implementation of active Equity, Fixed Income, and Tactical strategies. Primary new business / client service contact within the Investment group. Determine asset allocation for balanced portfolios.Business strategy and product development. Appearances on Bloomberg, TD Ameritrade and Advisor Shares platforms, Barron’s. Actively manage $6.5 billion in Core Fixed Income assets as part of a 7-person team employing a high quality, high liquidity, and principal preservation philosophy. Securitized sector (agency passthru/CMO/CMBS and private label ABS/CMBS focus.

  • Chief Investment Officer

    Jul 2023 - now

  • Senior Vice President

    Mar 1999 - Jul 2023