Jason Allen

Jason G. Allen, CFA, is a Principal at Chatham Capital Group, Inc. based in Hilton Head Island, SC, where he leads portfolio management and investment strategy for high-net-worth individuals, families, and charitable entities. He is one of four principals managing over $500 million in assets and is instrumental in shaping the firm’s wealth management philosophy, which specializes in navigating complex financial scenarios for clients.

Jason focuses on a broad array of asset classes including equities, fixed income, and alternative investments such as hedge funds, private equity, and exchange-traded funds, adapting strategies to changing market environments and client needs. His expertise spans financial services and investment banking, with deep experience in equity research and portfolio management developed over nearly three decades in the industry.

Prior to joining Chatham Capital Group in 2014, Jason was an Investment Counselor at Boys, Arnold & Co. and previously served as a Managing Partner at Atlanta Equity Research, LLC. He holds both a B.S. in Finance and an MBA from Wake Forest University, and is a Chartered Financial Analyst (CFA). Jason is recognized for his ability to distill complex investment data into actionable strategies, contributing to the firm’s success through multiple market cycles.