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Allen W. Dengler

Director, Private Client Group

Allen joined Clearstead in 2022. As a Director in the Private Client Group, Allen serves as an advisor and portfolio manager to affluent individuals and multi-generational families on a variety of wealth management challenges, including investment management, trust and estate planning, family education, and family office management.   

Prior to joining Clearstead, Allen spent four years as a portfolio manager with Cerity Partners in Cleveland. Prior to that, Allen was a Relationship Manager with PNC Bank’s Private Client Group. Allen is a graduate of Miami University’s Farmer School of Business, with a BS in Business Economics.

Allen is very active in the Cleveland community. He is the President of the Miami University Alumni Association, Cleveland Chapter, and is the recipient of the 2020 H. Kenneth Gambee Young Alumni Award. He is an active member of the Young Association of Corporate Growth, Cleveland, and has served on the associations steering committee and as co-chair of its events committee.

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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.