Mark Allen

Senior Portfolio Manager at a leading Canadian bank

Mark has 20+ years of finance industry experience. He and his team provide investment management services for individuals, trusts, and corporations.

Mark has experience co-managing over $1 billion of private client assets, including as a portfolio manager handling institutional-level asset pools at a large Canadian bank.  As a Vice President, Mark was a member of this institution’s Global Portfolio Advisory Committee, which establishes investment strategy for the firm.  He also chaired a Private Investment Management portfolio designed for the firm’s $100+ billion discretionary investment platform. 

Prior experience includes Director-level roles in investment banking at the global bank, UBS A.G. and at Bank of Nova Scotia.  From 2000-2008, he advised corporate clients in Canada, the U.S. and Europe on mergers & acquisitions and corporate finance.  

Mark graduated with the highest GPA in the Faculty of Applied Science (engineering) at Queen’s University in 1997 and with the highest GPA in his MBA class at the University of Toronto (Rotman School of Management) in 2001.  

Mark is passionate about mentorship and community service.