RICHARD BLAIR, CFA®
Senior Analyst, Research
Allen is a Senior Research Analyst. He is primarily engaged in investment research, manager selection, and monitoring of managers and strategies suitable for the firm’s wealth management institutional and private clients. These investments range from liquid options such as ETFs and mutual funds to less liquid structures such as hedge funds and closed-end funds. Allen assists in cultivating the SKK Investment Committee’s macro agenda as well as in developing select SKK fund vehicles. He also works closely with SKK’s financial advisors to develop custom risk factor analysis and portfolio asset allocation tools in response to evolving client needs. Prior to joining SKK, Allen worked in the Investment and Fiduciary Consulting Group at Arthur J Gallagher & Co., supporting asset allocation and portfolio construction of public pension portfolios. Allen graduated from the University of North Carolina with a degree in Economics and Global Studies, and is currently a CFA Level III candidate.