Randy Allen
Senior Wealth Advisor @Kayne Anderson Rudnick
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WORK HISTORY
Senior Wealth Advisor @Kayne Anderson Rudnick
Kayne Anderson Rudnick is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson. With over 35 years of experience blending traditional and alternative investments, Kayne Anderson Rudnick is known for a commitment to high-quality business practices, investment strategies and wealth solutions. Services Include- Customized and strategic asset allocation and portfolio design- Portfolio monitoring and risk management- Tax management oversight- Investment strategy due diligence and selection- Retirement accumulation and distribution planning- Portfolio transition analysis- Investment policy statement development
EDUCATION
Santa Clara University
Bachelor's Degree
ABOUT RANDY ALLEN
I am a Senior Wealth Advisor of Kayne Anderson Rudnick Wealth Advisors and have over 10 years of experience in the wealth management industry. I specialize in developing personalized financial plans & tailored investment portfolios for private-client high-net-worth investors exclusively utilizing high-quality equity, fixed income, and alternative asset classes. In 2022 I was named a 40 Under 40 by Investment News and was also recognized as an Orange County Banking & Finance Visionary by the L.A. Times B2B Publishing.
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