Allen Dengler

Allen Dengler

Allen W. Dengler is the Senior Managing Director, Head of Investment Solutions at Clearstead, where he supports the firm’s 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. He has been working in the wealth management industry since 2015,  joined Clearstead in 2022, and has been a shareholder since 2023.

Allen brings expertise in portfolio management, investment strategy, M&A integration, and client advisory services. Before joining Clearstead, he worked as a portfolio management lead for the Cleveland office of Cerity Partners. Throughout Allen’s career, he has led investment implementation initiatives and advisory relationships for high-net-worth families.

Allen obtained his BS in Business Economics from Miami University’s Farmer School of Business. He currently serves on the Board of Directors for the Cleveland Public Library Foundation and Empower Sports, and on the Advisory Board of Directors for the Miami University Alumni Association, where he has held leadership roles in the Cleveland chapter since 2016.