As Chief Investment Officer, Allen closely monitors markets so you don’t have to, adjusting portfolios to drive growth and reduce risk. If you ask Allen, the point isn’t to outpace short-term benchmarks, it’s about winning in the long term by managing clients’ money in a way that helps them achieve their “why”. As CEO and founder of BMM, Allen is committed to growing the business, creating a fun culture where employees love to work, and giving back to the community. Under his guidance, BMM gives more than $100,000 to local organizations and causes each year.