Type Of Business:
Wealth Management Company
Expertise:
Mr. Allerton's expertise is in the management of marketing and financial services.
Major Product/SVS:
Wealth Management and Life Planning Services
Hobbies/Sports:
Traveling, Listening to Music
Affiliations Awards:
Rotary Club of San Jose; Board of Advisors, The Salvation Army, Silicon Valley
Work History:
Managing Director, San Jose Symphony; Managing Director, Vancouver Symphony Orchestra
Number Of Years In Profession:
40
Number Of Years In Current Position:
5
What Does He/She Attribute Success To:
He attributes his success to his enthusiasm and hard work.
Why did you become involved in your profession or industry?:
He became involved in his profession because he and his wife were astonished at how warehouses were conducting business and putting their shareholders first and not their clients; his fascination motivated him to arrive at a better method of doing the same business.
Extended Bio Profile:
Mr. Allerton was an officer in the Royal Navy for nine years before moving to Bermuda. He studied at The Canadian Institute of Chartered Accountants through Queens’ University at Kingston in Ontario. He is an expert in symphony orchestra management and was quoted as a Dreamer by the National Geographic. He serves on many community and nonprofit boards.
Position Responsibilities and Duties:
Overseeing Business Operations
Education Certifications:
Chartered Accountant, The Canadian Institute of Chartered Accountants (1965)