Allen Trust Company

Allen Trust Company
Allen Trust Company is listed in the Financial Planning & Investments category in Portland, Oregon. Displayed below are the social networks for Allen Trust Company which include a Facebook page, a Linkedin company page and a Twitter account. The activity and popularity of Allen Trust Company on these social networks gives it a ZapScore of 97.

Contact information for Allen Trust Company is:
121 SW Morrison St
Portland, OR 97204
(503) 292-1041

"Allen Trust Company" - Social Networks

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Allen Trust Company has an overall ZapScore of 97. This means that Allen Trust Company has a higher ZapScore than 97% of all businesses on Zappenin. For reference, the median ZapScore for a business in Portland, Oregon is 36 and in the Financial Planning & Investments category is 27. Learn more about ZapScore.

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Social Posts for Allen Trust Company

As 2017 comes to a close, the transformation of the retail landscape might be considered a fait accompli: Amazon simply moves to cause one pawn after the next to disappear from the chessboard. While on the surface this appears to be the cause of significant retail woes, the reality is more complicated. This month, Julie Bryan discusses her view on Holiday 2017 retail sales, as well as how retail may evolve over the coming years.

Investment Update: Chess Anyone? ~…

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Can you still work and claim Social Security?

Can you still work and claim Social Security?

The “Extra” Marital Benefits Gained Through Tenancy by the Entir

Developing a strong gift giving strategy requires due diligence and advance planning. With the holidays just around the corner, Allison Grebe Lee provides suggestions for giving, and getting, the most value for charitable contributions.

Wall Street Veteran Joins Allen Trust Company

When Less Produces More The U.S. stock and bond markets have continued to deliver solid returns year to date. This follows logically in what has been a steadily firming global economic recovery. That being said, this recovery is different – public debt, demographics, and income inequality are impacting its course. In this month’s newsletter, Julie Bryan discusses both her take on what this particular recovery means for corporate America and what some companies are doing in response.

Wall Street Veteran Joins Allen Trust Company PORTLAND, OR (September 20, 2017) – Allen Trust Company/Allen Capital Management are pleased to announce the addition of Julio Cesar Quinteros, Jr. as a Portfolio Manager. In this role, Mr. Quinteros is responsible for performing investment research and analysis, providing client service and assisting in all aspects of managing client portfolios. Julio is an experienced finance professional with a career that spans nearly 20 years in Equity Research, the majority of which was with global investment bank Goldman Sachs. More recently, he worked in a private equity investment capacity. “He brings a broad range of expertise in equity research and financial analysis. I expect that his contributions and collaboration with our Senior Portfolio Manager Julie Bryan will yield immediate value for our clients,” said Stuart B. Allen, President & CEO of Allen Trust Company. Before joining Allen Trust Company, Mr. Quinteros was a Senior Vice President responsible for strategy and corporate development at Opus. His key areas of focus included competitive analysis, company specific merger and acquisition sourcing, due diligence, financial analysis and other related corporate initiatives. Previously, his career included a 17-year period as a Wall Street equity research analyst where he started at Credit Suisse, followed by 15-years at global investment bank Goldman Sachs. As a senior equity analyst, he led the IT Services equity research effort at Goldman Sachs where his coverage included a diverse set of enterprise facing companies including consulting, outsourcing and financial technology models. During his tenure at Goldman, Julio ranked as the top stock Internet and Computer Services stock picker in the 2006 Wall Street Journal Annual Analyst Ranking survey and placed among the top stock pickers in his sector in 2009 and 2012. Mr. Quinteros holds a Bachelor of Arts degree in International Relations from the University of Southern California.