Bio

Mr. Allan has nearly 30 years of diversified investment banking and asset management experience. He assists in the Firm’s operational matters and co-leads institutional relationships and strategic alliances. Prior to Montminy & Co., Mr. Allan was the President of the Los Angeles Investment Company, LLC, a privately held company that provided advisory services. Previously, Mr. Allan served in senior leadership positions in banking and industry with Cargill, Lehman Bros, Goldman Sachs and Jefferies. Mr. Allan led the MBO of Cargill Investor Services and founded and launched Goals Soccer Centers in the United States. Mr. Allan began his career in his hometown Edinburgh with the asset manager, Ivory and Sime, following his graduation with a degree in accounting. Mr. Allan is registered with FINRA and holds the Series 7, 24, 63 and 79 licenses and is currently a director of the Rose Bowl Legacy Foundation Advisory Board and a member of Foothill Family Services Board of Directors.