Brian Allen

Brian Allen is the Chief Investment Officer at CS McKee, where he leads the firm’s overall investment strategy and oversees both portfolio management and research functions. Based in Sewickley, PA, he has held this leadership role since July 2023, following more than two decades as Senior Vice President at CS McKee, bringing extensive experience and continuity to the firm’s investment team.

Allen specializes in managing institutional fixed income portfolios, with a key focus on high-quality, investment-grade securities. He directs strategies involving government agency debt, commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), and other sectors within the U.S. fixed income market, consistently emphasizing risk-adjusted returns and downside protection for clients.

Prior to his tenure at CS McKee, Allen served as Portfolio Manager at Patterson Capital, further deepening his expertise in portfolio construction and fixed income management. He holds an MBA in Finance from The Wharton School and a BBA in Finance from James Madison University, credentials that underpin his analytical approach and industry leadership. Throughout his career, Allen has contributed to the advancement of active fixed income management and is respected for his disciplined, bottom-up investment process.