Grant Allen, CFA®

Portfolio Manager, Partner

Grant oversees all activities related to Acumen’s investment decisions.  These responsibilities include due diligence, research, evaluation, strategic and tactical asset allocation decision-making, and aligning the investment selections with each individual client’s investment goals.  Grant, along with the Portfolio Management Committee, develops, implements, executes, and communicates all aspects of Acumen’s investment strategy.  He works closely with clients to identify their proper asset allocation taking into consideration their goals, time horizon, risk tolerance, appropriate growth, and income targets as well as considering tax implications.  Grant communicates with his clients to keep them informed about domestic and international trends and events and the impact on their portfolios.   

“Everything can be taken from a man but one thing:
the last of the human freedoms – to choose one’s attitude in any given set of circumstances,
to choose one’s own way. ”

Viktor E. Frankl

Grant earned a Bachelor of Science in Finance-Investments from the University of Tennessee at Chattanooga’s Gary Rollin’s College of Business. Grant studied finance and investments with a strong focus on financial, fundamental, and investment analysis. He was instrumental in managing the investments of UTC’s Student Managed Investment Learning Experience (SMILE) Fund in the equity market. Grant holds the Chartered Financial Analyst® (CFA®) designation. The CFA® consists of three levels of exams, each requiring a recommended 300+ hours of study, minimum of four years of work experience, and multiple letters of recommendation. Exams cover Quantitative Methods, Economics, Financial Reporting and Analysis, Portfolio Management, Wealth Planning, and Ethics.

While in college, Grant was a financial consultant at a local credit union and a finance intern at BlueCross BlueShield of Tennessee. He also served as a performance analyst for ACA Compliance Group. Grant has a passion for learning and studying the financial markets. He enjoys economics and finance, spending time with family, playing golf, and watching New England Patriots Football. Grant is proud to be a Chairman Circle member at the Hunter Museum of American Art.

The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, examinations. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments,
and portfolio management and wealth planning. In addition, CFA charterholders must have at least three years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

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