Travis A. Allen
Travis A. Allen is a Senior Investment Strategist and National Managing Director in Bernstein’s Wealth and Investment Strategies Group. He is also a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment, and risk-management advice for high-net-worth clients, endowments and foundations. He has also been a member of Bernstein’s Responsible Investing Committee since 2013. Travis joined the firm’s Washington, DC, office in 1998. Since 2003, he has been a member of the Wealth Strategies Group, serving as an analyst and senior analyst before becoming a Director in 2011. He was named Senior Portfolio Manager in February 2012. Travis earned an AB from Brown University and an MBA from the University of Maryland. He is a trustee of the Maret School, YouthBuild USA and the Kingman Boys and Girls Club.
Travis A. Allen (NASBA/CAE/CPE Course Credit Information)
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)