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Allen Trim

President, Portfolio Manager and Partner

Blue Summit Wealth

United States, California, San Diego

About Me

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

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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

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