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John David Allen
Chief Investment Officer at Aspiriant LLC
John David Allen active positions
Companies | Position | Start | End |
---|---|---|---|
Aspiriant LLC
![]() Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Chief Investment Officer | 01/01/2014 | - |
Investment Committee Member | 01/01/2014 | - | |
Portfolio Manager-Fixed Income | 01/01/2014 | - | |
Head of Private Banking | 01/01/2014 | - | |
Aspiriant Risk-Managed Real Asset Fund
![]() Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Corporate Officer/Principal | - | - |
Career history of John David Allen
Former positions of John David Allen
Companies | Position | Start | End |
---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
![]() Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Sales & Marketing | 16/08/2010 | - |
Bagster LLC
![]() Bagster LLC Environmental ServicesIndustrial Services Bagster LLC offers waste removal solutions. Its products include tank cover & semi rigid luggage, comfort seat, seat cover, aprons, and muffs. The company is headquartered in Minneapolis, MN | Director/Board Member | - | - |
Donaldson, Lufkin & Jenrette Securities Corp. | Analyst-Equity | - | - |
Stern Value Management Ltd.
![]() Stern Value Management Ltd. Miscellaneous Commercial ServicesCommercial Services Stern Value Management Ltd.. provides management consulting services. The firm advises clients in transaction, strategy, performance, and transformation. The company was founded by Joel M. Stern on November 1, 1982 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Andell Holdings LLC
![]() Andell Holdings LLC Investment ManagersFinance Andell Holdings LLC (Andell Holdings) is a private equity firm founded in 1998 by Andrew Hauptman. The firm is headquartered in Beverly Hills, California. | Private Equity Investor | - | - |
Training of John David Allen
University of Virginia | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 2 |
Private Equity Investor | 1 |
Analyst-Equity | 1 |
Sectoral
Finance | 5 |
Commercial Services | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
Andell Holdings LLC
![]() Andell Holdings LLC Investment ManagersFinance Andell Holdings LLC (Andell Holdings) is a private equity firm founded in 1998 by Andrew Hauptman. The firm is headquartered in Beverly Hills, California. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Stern Value Management Ltd.
![]() Stern Value Management Ltd. Miscellaneous Commercial ServicesCommercial Services Stern Value Management Ltd.. provides management consulting services. The firm advises clients in transaction, strategy, performance, and transformation. The company was founded by Joel M. Stern on November 1, 1982 and is headquartered in New York, NY. | Commercial Services |
Bagster LLC
![]() Bagster LLC Environmental ServicesIndustrial Services Bagster LLC offers waste removal solutions. Its products include tank cover & semi rigid luggage, comfort seat, seat cover, aprons, and muffs. The company is headquartered in Minneapolis, MN | Industrial Services |
Grantham, Mayo, Van Otterloo & Co. LLC
![]() Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Finance |
Aspiriant LLC
![]() Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
Aspiriant Risk-Managed Real Asset Fund
![]() Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Miscellaneous |
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