Allen W. Dengler
Director, Head of Portfolio Management
Allen joined Clearstead in 2022. As Head of Portfolio Management, Allen leads the firms process for portfolio implementation, trading, compliance, operations, and overall team development. He also 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 serves on the Miami University Alumni Association Cleveland leadership team, serving as chapter President from 2020-2022 and was the recipient of the 2020 H. Kenneth Gambee Young Alumni Award. Other leadership capacities in the Cleveland area have included the steering committee and co-chair of the events committee for the Young Association of Corporate Growth, Cleveland, VP of Membership for Cleveland Toastmasters and Emerging Leaders board for The Union Club.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.