Acumen is pleased to announce Grant Allen has been hired as a Portfolio Analyst. 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.
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 over $500,000 of UTC’s Student Managed Investment Learning Experience (SMILE) Fund in the equity market. Grant is working for the Chartered Financial Analyst® (CFA®) designation and has successfully passed Level One. 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.