Allen Dengler

Senior Managing Director, Head of Investment Solutions

Allen Dengler

As Head of Investment Solutions, Allen leads the firms process for investment implementation, M&A integration, trading, compliance, operations, and overall portfolio management team development. He also serves as an advisor and portfolio manager to affluent individuals and multi-generational families on a variety of wealth management challenges, including investment management, trust and estate planning, family education, and family office management.

Prior to joining Clearstead, Allen was a portfolio management lead for the Cleveland office of Cerity Partners. Allen is a graduate of Miami University’s Farmer School of Business, with a BS in Business Economics.

Allen is very active in the Cleveland community. He currently serves on the Board of Directors for the Cleveland Public Library Foundation and Empower Sports, a Cleveland based non-profit that focuses on enriching the lives of athletes with diverse challenges through sports and exercise. He also serves on the Advisory Board of Directors for Miami University Alumni Association and has served in numerous leadership positions for its Cleveland chapter since 2016.