Grant Allen, CFA®
Portfolio Manager and Investment Strategist
Grant is accountable for helping enhance Acumen’s investment process and is dedicated to researching client portfolios and their underlying holdings. He is a member of the Portfolio Management Committee collaborating with Acumen’s Executive team in the formulation and implementation of both discretionary portfolio changes and portfolio recommendations for clients and prospects. Grant conducts detailed portfolio analysis by studying economic and geopolitical trends affecting the performance of various types of investments, evaluates historical correlations, prepares reports and recommends monetary instruments. He also performs special analyses in response to market events, client concentrations and client research requests.
“Everything can be taken from a man but one thing:Viktor E. Frankl
the last of the human freedoms – to choose one’s attitude in any given set of circumstances,
to choose one’s own way. ”
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.
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.