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John Allen
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Last updated: 11/5/2019
Mr. John Allen
CPM Graduate Membership
Professional Information
Morgan Stanley
Family Wealth Director
9124 Pheasant Trail
Loomis
California
95650  United States
 [ Map ]
916 797-7731 (Phone)
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Personal Information
Additional Information
Education/Experience
John is a certified Portfolio Management Director and a Family Wealth Director in the Morgan Stanley Consulting Group. His primary areas of practice include:

• Asset management, including hedge strategies
• Employee stock option plans
• Assisting clients with large/concentrated stock options
• Alternative Minimum Tax (AMT) issues
• Liability planning
• Lending Solutions
John grew up in Sacramento and has 25 years of industry experience. He is a co-founder and board member of the Sacramento Angels, a private investment group, and he served on the board of the Sacramento Ballet. He is active in motorsports and past director of the national outdoor motocross event known as The Hangtown MX Classic. John holds a seat on the CSUS School of Business Deans Advisory Counsel, active member of EO Global, founder and CEO of Loomis Tank Lines and A&H Ventures LLC.
Education: John graduated from California State University Sacramento, School of Business with a degree in Accounting.

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