Andrew Allen joined Burrows Capital Advisors in 2023 as a wealth management analyst covering manager and product research in addition to model portfolio construction. He has since taken a larger role as lead analyst and Head of Investment Solutions supporting BCA advisers and their clients.
Andrew leads the oversight of the firm’s investment strategies by chairing the Investment Committee. He is responsible for maintaining model portfolios that align with the firm’s philosophy, meet client objectives, and adapt to evolving market conditions. His work ensures that every investment solution is both disciplined and tailored to support long-term client success across all risk spectrums.
He collaborates closely with the advisor team to ensure that investment strategies are seamlessly integrated into client financial plans, creating a unified approach that spans wealth management, tax strategy, and risk management. With a background in investment research, Andrew brings an understanding of both public and private markets. His ability to translate complex market data into actionable investment decisions allows the firm to deliver consistent, risk-aware results for a diverse client base.
His leadership in the investment process reflects the firm’s mission to provide clients with transparent, high-quality strategies designed to endure across market cycles. With a career rooted in financial analysis, his collaborative approach ensures advisors are equipped to do what they do best – serve their clients.
Before joining Burrows, Andrew worked in business valuation at the tax and consulting firm CLA LLP in its Indiana office. Earlier in his career, Andrew worked as an investment associate at JP Morgan Private Bank and later Chase in retail sales in Oklahoma.
Andrew earned his Bachelor of Science in Finance from Oklahoma State University and his MBA from Purdue University.
He holds FINRA registrations 7 and 66.
Registered Administrative Assistant of Cetera Advisors LLC LLC, member FINRA/SIPC.