Allen began at Blue Summit in 2010 and is our lead Portfolio manager and Partner. He draws on his extensive experience in investment management, real estate, and financial planning to construct investment models and research cutting edge social impact investments. Prior to becoming Partner at Blue Summit Allen worked at two of the largest corporations in San Diego as a financial analyst and strategy manager. He also has experience in litigation consulting where he worked as a senior consultant. During this period, Allen collaborated closely with senior management and boards of directors analyzing profitability, mergers and acquisitions and corporate financial oversight. Allen tr

Allen Trim
President, Portfolio Manager and Partner
Blue Summit Wealth
United States, California, San Diego
About Me
Profile Information
President, Portfolio Manager and Partner
Blue Summit Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
Aug 20, 2024
More profiles to browse
Robert Seid
Partner & Wealth Advisor
Judith Seid
Partner, Wealth Advisor
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University