Bernie Allen
Portefeuillebeheerder-Aandelen bij Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profiel
Mr. Bernard G.
Allen, III, is a Senior Vice President & Senior Consultant at Merrill Lynch, Pierce, Fenner & Smith, Inc. He is a highly-credentialed industry veteran with over 30 years of wealth management experience.
Mr. Allen is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Mr. Allen officially entered the world of financial services in 1986, when he joined Morgan Stanley Schaumberg.
Nine years later, he moved to Merrill Lynch.
Mr. Allen received his undergraduate degree from the University of Arizona.
He holds the Certified Portfolio Manager (CPM) designation through the Academy of Certified Portfolio Managers at Columbia University, as well as the Chartered Retirement Planning Counselor (CRPC) certificate through the College for Financial Planning.
Actieve functies van Bernie Allen
| Bedrijven | Functie | Begin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Portefeuillebeheerder-Aandelen | 01-06-1995 |
Eerdere bekende functies van Bernie Allen
| Bedrijven | Functie | Einde |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Bernie Allen
| University of Arizona | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
