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William A Harris Tara M Hendison Julie C Bryan "Everyone here has a high level of technical skill, market knowledge, and discipline, enhanced by human understanding, good judgement, patience, and integrity." Stuart Allen
Allison Grebe Lee Allen Capital Management Andreas Steven
Kathleen M. Host Allen Trust Company Carrie H Nobles
Penny M Hathaway Carol A Krisko Stuart B Allen

WILLIAM A. HARRIS, CFA

Chief Investment Officer

As Allen Trust Company’s Chief Investment Officer, Bill is responsible for developing firm investment strategy and overseeing capital markets research and management of client portfolios. He earned his undergraduate degree with honors from Stanford University, including study at Oxford University. He received his Master of Science in Financial Analysis (MSFA) at Portland State University, and served as an Adjunct Professor for Portland State University’s Graduate School of Business Administration. He has completed the Chartered Financial Analyst program and earned the CFA designation, a globally-recognized standard for measuring the competence and integrity of investment professionals. Bill is a Director of the Jeffrey Company, a private investment company focused on tax-efficient, long time horizon strategies. He serves on Jeffrey’s Trust Advisory and Executive committees, and on the Board of its Delaware subsidiary, the Jeflion Investment Company. He also has served on the Investment Committee of the National Independent Trust Company. In addition, he has an extensive background in real estate investment, including multi-family, retail and raw land. Bill authors the monthly Investment Update for Allen Trust Company.

 

Professional Affiliation

   Member, Chartered Financial Analyst Society of Portland

 

Community Involvement

   Past President, Board of Directors, Portland Children's Museum

 

 

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William A Harris

TARA M. HENDISON, JD, CTFA

Vice President & Senior Trust and Compliance Officer

Tara is a Certified Trust and Financial Advisor (CTFA) and an attorney. She received her Bachelor of Business Administration in Finance from Washington State University and went on to earn her Juris Doctor from Willamette University College of Law. Prior to attending law school, Tara served as a registered representative with a national broker/dealer. Formerly responsible for day-to-day trust administration, Tara now supervises those duties. Her primary responsibility involves coordination of the firm’s operational and compliance requirements, although she is known to jump in as the tasks at hand require. She is a sought-after speaker on the subject of probate and trust administration.

 

Professional Affiliation

   Member, Oregon State Bar (Elder Law Section)

   Member, Portland Estate Planning Council

   Member, Greater Portland Compliance Association

 

Community Involvement

   Past Board Member, Albertina Kerr Centers

 

 

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Tara M Hendison

JULIE C. BRYAN, CFA

Portfolio Manager

As our Portfolio Manager, Julie is responsible for performing investment research and analysis, conducting trades, and assisting in all aspects of managing client portfolios. She has worked in the investment business for over 25 years. Prior to joining Allen Trust Company, Julie served as Vice President, Director of Research and Portfolio Manager for MKG Financial Group. Earlier in her career, Julie served as a portfolio manager at the Crabbe Huson Group, as well as an equity analyst at S.G. Warburg and Jennifer Black and Associates. She received her Bachelor of Arts in International Relations from Stanford University and her Master of Business Administration from Marylhurst University. Julie has studied and worked in Berlin, Germany and holds the Chartered Financial Analyst designation.

 

Professional Affiliation

   Member, Chartered Financial Analyst Society of Portland

 

Community Involvement

   Parent Volunteer, Jesuit High School

   Past Resource Board Member, CARES Northwest

   Past Board Member, Our Lady of the Lake Endowment Fund Advisory

     Resource Board

 

 

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Julie C Bryan

ALLISON GREBE LEE

Financial Planner

Allison is responsible for developing and managing Allen Trust Company’s financial planning services. Allison creates a customized, comprehensive roadmap for each client. Depending on specific needs, she can cover everything from basic financial literacy and budgeting, to assisting with investment and retirement plans. Prior to joining Allen Trust Company, Allison worked in the investment consulting industry, providing business development and marketing services for more than ten years. She also worked in Ireland and England for more than five years before returning to her native Oregon. She holds a Bachelor of Arts degree in Communications from the University of Portland, her Master of Business Administration degree from Trinity College Dublin (The University of Dublin), and an Executive Certificate of Financial Planning from the University of Portland.

 

Professional Affiliation

   Member, Northwest Planned Giving Roundtable

 

Community Involvement

   Chair, Communications Committee, Multnomah Athletic Club

   Board Member and Fundraising Coordinator, Apoyemos al Español

   Member, Dance Committee, Multnomah Athletic Club

   Member, MAC Toastmasters

   Past VP Membership, MAC Toastmasters

   Past Board Member, Ainsworth Foundation

 

 

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Allison Grebe Lee

ANDREAS STEVEN

Operation and System Administrator

Where would we be without Andreas’s computer savvy? His management of our information technology infrastructure keeps our firm humming, and he troubleshoots the most vexing computer problems with ease. Andreas received his Master of Computer Science degree from Portland State University.

 

 

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Andreas Steven

KATHLEEN M. HOST, CTFA, CISP

Vice President & Senior Trust Officer

With over 30 years of wealth management and trust administration experience, Kathleen brings extensive knowledge in handling every aspect of trust administration. She carries out the letter and spirit of trust agreements to bring grantors’ wishes to fruition, and she helps families transitioning from one stage of life to the next. In addition, she also supports family foundations, administers various types of individual retirement accounts and settles estates. Prior to joining Allen Trust Company, Kathleen served as Vice President and Senior Trust Officer at First Republic Trust Company, U.S. Trust Company, and Wells Fargo and as Assistant Vice President and Trust Officer at Bank of California. She is a graduate of Cannon Financial Institute and holds the professional designation of Certified Trust and Financial Advisor (CTFA) and a Certified IRA Services Professional (CISP).

 

Professional Affiliation

  Member, Portland Estate Planning Council

   Member, American Bankers Association

 

 

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Kathleen M Host

CARRIE H. NOBLES, CTFA

Vice President & Senior Trust Officer

Carrie has over 24 years of experience in trust administration and wealth management. Prior to joining Allen Trust Company, she served as Vice President and Senior Relationship Manager at SunTrust Banks, Inc., and as Vice President and Trust Officer at Regions Bank. Earlier in her career, Carrie served as a registered representative and principal for a Tennessee broker-dealer managing its compliance functions. She received her Bachelor of Arts in Management and Human Relations cum laude from Trevecca University, graduated with honors from Cannon Financial Institute, and received her Certificate in Financial Planning from Belmont University. Carrie holds the professional designation of Certified Trust and Financial Advisor (CTFA), and her responsibilities at Allen Trust Company include trust administration and new business development.

 

Professional Affiliation

   Member, Estate Planning Council of Portland

   Member, Estate Planning Council of SW Washington

   Member, Financial Planning Association

   Member, Women in Insurance and Financial Services

 

Community Involvement

   Board Member, Friends of the Columbia Gorge

   Board member, Bernese Mountain Dog Club of Oregon

 

 

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Carrie H Nobles

PENNY M. HATHAWAY, CPA

Fiscal Manager

Penny coordinates all aspects of our financial statement production, tax preparation, and our internal HR & employee benefit program. As Fiscal Manager, she draws on years of experience in both the public and private sector, during which she managed commercial real estate loan administration and performed internal audit and financial analysis in the banking industry. She is a Certified Public Accountant (CPA) and a member of the Oregon Society of CPAs. Penny received her Bachelor of Science in Business Administration with an emphasis in accounting from the University of Montana in Missoula.

 

Professional Affiliations

   Member, Oregon Board of Accountancy

   Member, Montana Board of Public Accountants

   Member, Oregon Society of CPAs

 

Community Involvement

   Member, St. Stephen Lutheran Bell Choir

   Parent Volunteer, Gladstone School District

   Past Member, U.S. Air Force Academy Parent Club of Oregon & SW

     Washington

   Past Board Chairperson, St. Stephen Lutheran Preschool

   Past Coach, Gladstone Soccer Association

   Past Instructor, Junior Achievement of Oregon & SW Washington

 

 

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Penny M Hathaway

CAROL A. KRISKO

Client Services Coordinator

Carol provides essential support to every corner of the office, especially to our fearless leader. After attending the University of Dayton and raising a family, Carol focused her career on administration and sales in the insurance and retail industries. Carol continues to use her skills to assist our team and support Allen Trust Company clients.

 

 

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STUART B. ALLEN, JD, CTFA

President & CEO

President and CEO of Allen Trust Company and Allen Capital Management, Stuart is a Certified Trust and Financial Advisor (CTFA) and an attorney with more than two decades of experience in trust services and investment management. Prior to founding Allen Trust Company and Allen Capital Management, Stuart served in two of the largest national bank trust departments in Oregon. Stuart earned a Bachelor of Science in Finance & Political Science from the University of Oregon before earning his Juris Doctor at Texas Wesleyan University. Stuart guides the overall direction of the firm, is active in trust administration, and helps shape the investment policy for the company.

 

Professional Affiliations

   Past Chair, Trust Committee, Oregon Bankers Association

   Board Member, Oregon Bankers Association Education Foundation

   Board Member, Association of Trust Organizations

   Member, Oregon State Bar (Estate Planning, Tax and Elder Law

     Sections)

   Member, Oregon State Bar, Estate Planning Section Executive Committee

 

Community Involvement

   President, Oregon Forum

   Board Member, Lincoln High School Foundation

   Member, University of Oregon Portland Council

 

 

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Stuart B Allen

Our Affiliations

Through our active involvement in the following professional organizations, we strive to affect positive change:

 

   Estate Planning Council of Portland

   Estate Planning Council of SW Washington

   Northwest Planned Giving Roundtable

   National Committee on Planned Giving

   Oregon Bankers Association

   Portland Society of Financial Analysts

   CFA Institute

   Financial Planning Association of Oregon & SW Washington

   Oregon State Bar (Estate Planning and Administration, Tax and Elder Law

     Sections)

   Association of Trust Organizations

 

 

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