John David Allen
Chief Investment Officer at Aspiriant LLC
Profile
Mr. John D.
Allen is a Chief Investment Officer & Partner at Aspiriant LLC.
Mr. Allen is primarily responsible for leading the firm’s overall Investment Strategy & Research Group, broadly consisting of 12 professionals.
The group is responsible for asset allocation, portfolio construction, manager selection and risk management.
He also chairs the firm’s Investment Committee and serves on a number of other committees.
He has over 20 years of experience in investment management, investment banking, corporate finance advisory and business strategy consulting.
Prior to joining the firm, Mr. Allen was a senior member of the client service team at Grantham, Mayo, Van Otterloo (GMO), which manages approximately $80 billion across a wide-range of public equities, fixed income, hedge funds and asset allocation funds.
In that role, he had primary responsibility for 80 clients and $6.5 billion in assets under management.
Prior to joining GMO, he was the Head of Investments at a large family office in Los Angeles.
There, Mr. Allen had responsibility for managing the firm’s overall investment portfolio as well as its direct investments.
Previously, he established his career working in the investment banking department at Donaldson, Lufkin & Jenrette and in the business consulting practice at Stern Stewart & Co. Throughout his career, he has served on the boards of directors of three private companies.
Mr. Allen earned a Bachelor of Science degree with high distinction from the Economics Department at the University of Virginia.
He holds the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation.
He is also a member of the CFA Institute and CAIA Association.
John David Allen active positions
| Companies | Position | Start |
|---|---|---|
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 | 2013-12-31 |
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 | - |
Former positions of John David Allen
| Companies | Position | 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, 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 | - |
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 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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, 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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