Allan joined NEPC in 2000. He manages our Western Region consulting activities from our office in Redwood City, California. In March 2008, Allan was recognized as Public Plan Consultant of the Year by Money Management Letter. In 2012, Allan was recognized by aiCIO as one of the top 25 of the World’s Most Influential Investment Consultants, ranking number 2.1 In 2018, Allan was named in CIO magazine’s “The Knowledge Brokers 2018” edition as one of the world’s most influential investment consultants and at the CIO Innovation Awards he was named consultant of the year.
Prior to joining NEPC, Allan worked for four years at Dresdner RCM Global Investors in San Francisco as Managing Director/Principal, Global Marketing and Client Services. While there, he managed the global marketing activities of DRCM, and played a lead role in the acquisition of RCM by Dresdner and the subsequent repositioning of RCM to a global asset manager.
Prior to Dresdner RCM, Allan worked at Bankers Trust Company, in New York, for twenty-six years in various investment management, consulting, and trustee/master custody capacities. While at BT, he oversaw the establishment of the Passive Products Group, BT’s Investment Consulting Group and the Master Trust On-line Reporting activities. His last position at BT was Managing Director of the $400 Billion Global Retirement Services Group, the umbrella organization encompassing the full array of BT’s investment and administrative services for public and private pension and endowment funds.
Allan earned an M.B.A. in Finance/Operations Research from Stanford University in 1969, and a B.A. in Mathematics, cum laude, from Stanford in 1967. He is a member of Phi Beta Kappa and the Stanford Faculty Club.