SCOTT ALLAN
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Finance Professional with an Entrepreneurial Mind
ABOUT
My Background
Born and raised in Massachusetts, and educated in Washington, DC. B.S in Finance from American University with a Minor in Economics. Future MBA hopeful and CFA candidate with a passion for markets and real estate. Avid sports fan and aspiring lifestyle entrepreneur.
EDUCATION
What I’ve Learned
AMERICAN UNIVERSITY
August 2014 - May 2018
- B.S in Finance
- Minor in Economics
- Financial Analyst - Student Managed Investment Fund
- Inspired by classmates and coursework to pursue entrepreneurial ventures in my future.
- Countless connections, both personal and professional that helped shape the man I am today.
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MY EXPERIENCE
Background & Expertise
August 2021 - Present
PORTFOLIO ANALYST, TRADER - TORRAY INVESTMENT PARTNERS
Executed trades for discretionary client portfolios, ensuring alignment with model portfolios and client-specific investment strategies.
Produced weekly Holding Dispersion and Portfolio Analysis reports for Portfolio Manager review, addressing portfolio rebalancing, cash management, and performance attribution needs.
Conducted daily and ad-hoc investment research, analyzing macroeconomic trends, sector performance, and individual securities to support portfolio decision-making.
December 2018 - July 2021
SENIOR INVESTMENT OPERATIONS ASSOCIATE -Â CAMBRIDGE ASSOCIATES, LLC
Acted as liaison for clients, investment managers, and internal investment team staff. Collected, interpreted, and organized information relating to all aspects of client portfolios.
Worked with mainly endowments, foundations, and taxable clients to allocate their working capital into fixed income vehicles, equities, and other alternate investments.
Led the asset allocation process for fixed income, equity, and alternative investments across client portfolios, aligning investments with long-term strategic goals outlined in client Investment Policy Statements (IPS).
December 2017 - May 2018
FINANCIAL ANALYST, STUDENT MANAGED INVESTMENT FUND
Maintained and developed various financial models using historical and forecasted financial analysis.
Effectively pitched the purchase or sale of a security to the University Fund by assembling and summarizing data to provide backing for the position.
June 2018 - September 2018
INVESTOR RELATIONS, STREETSHARES
Helped oversee the implementation and success of the company’s Veteran Business Bonds.
Aided investors and their interactions with StreetShares to ensure a mutually beneficial relationship.
Prospected new investors through promotional ventures and networking events.
MY GOALS
My Future Goals / Aspirations
REAL ESTATE INVESTMENT
One of my goals for the future is to have 100 Condos/Apartment Units owned by age 30. Real Estate has always been one of the Alternative Asset Classes that has interested me the most. The ability to make my money work for me is absolutely something I want in my portfolio.
MBA / CFA
Getting my MBA and CFA are both aspirations that I have for myself as well. The ability to further my knowledge in anything Finance & Business related will only help me professionally and personally.
LIFESTYLE ENTREPRENEURSHIP
I have a passion for Fitness as well as using my time to improve the lives of those around me. Whether that be investments in social projects, educational programs for children, or helping those that are less fortunate.
"The beginning is the most important part of the work"
Plato
LET’S CONNECT
