Russ Allen
Director of Investments at Sage Mountain Advisors LLC
Russ Allen active positions
Companies | Position | Start | End |
---|---|---|---|
Sage Mountain Advisors LLC
Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 2021-04-11 | - |
Director of Investments | 2021-04-11 | - |
Career history of Russ Allen
Former positions of Russ Allen
Companies | Position | Start | End |
---|---|---|---|
Berman Capital Advisors LLC
Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Analyst-Equity | 2014-07-31 | 2020-10-31 |
Chief Investment Officer | 2014-07-31 | 2020-10-31 | |
Portfolio Manager-Equities | 2014-07-31 | 2020-10-31 | |
Head of Private Banking | 2014-07-31 | 2020-10-31 | |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Analyst-Equity | 2013-04-30 | 2014-07-31 |
Director of Research - Equity | 2013-04-30 | 2014-07-31 | |
Globalt, Inc.
Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families | Analyst-Equity | 2000-12-31 | - |
Analyst-Fixed Income | 2010-10-11 | - | |
Investment Committee Member | 2010-10-11 | - | |
Investor Relations Contact | 2010-10-11 | 2010-10-11 | |
Portfolio Manager-Equities | 2009-04-02 | - | |
Portfolio Manager-Fixed Income | 2010-10-11 | - | |
United States National Security Agency | Corporate Officer/Principal | - | - |
Mitchell Madison Group LLC
Mitchell Madison Group LLC Miscellaneous Commercial ServicesCommercial Services Mitchell Madison Group LLC provides global cost management consulting services. Its services include performance improvement, strategic services, business analytics and staff augmentation. The firm specializes in credit, market and operational risk, process reengineering, pricing optimization, and technology management. The company has offices in New York, Los Angeles, Manila, Paris, Munich and Germany. The company was founded by Rolf Thrane in 1991 and is headquartered in Jackson, WY. | Corporate Officer/Principal | - | - |
Training of Russ Allen
Wake Forest University | Undergraduate Degree |
The Johns Hopkins University | Graduate Degree |
University of California San Diego | Graduate Degree |
Statistics
International
United States | 10 |
Operational
Analyst-Equity | 4 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 5 |
Consumer Services | 4 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Globalt, Inc.
Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families | Finance |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Finance |
Mitchell Madison Group LLC
Mitchell Madison Group LLC Miscellaneous Commercial ServicesCommercial Services Mitchell Madison Group LLC provides global cost management consulting services. Its services include performance improvement, strategic services, business analytics and staff augmentation. The firm specializes in credit, market and operational risk, process reengineering, pricing optimization, and technology management. The company has offices in New York, Los Angeles, Manila, Paris, Munich and Germany. The company was founded by Rolf Thrane in 1991 and is headquartered in Jackson, WY. | Commercial Services |
United States National Security Agency | Government |
Berman Capital Advisors LLC
Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Finance |
Sage Mountain Advisors LLC
Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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