Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, Seth Allen and his team have had the privilege of helping clients manage the complexities of their wealth through a careful consideration of investment options and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.
Seth Allen is a Senior Portfolio Manager and Senior Vice President in Raymond James Ltd.'s Private Client Group. He holds an MBA in global asset wealth management from Simon Fraser University.
Seth sits on and is a voting member of the Raymond James Investment Advisory Strategy Group (IASG). IASG is primarily responsible for setting the long term strategic view on markets and asset allocation for Raymond James Ltd.
Seth is a member of the Local Advisory Committee (LAC) that provides advice and recommendations to the Venture Exchange (TMX Group) on all policy, operational and strategic issues that have substantial impacts on public venture capital markets, including the role of the exchange. Seth has also been a member of the Performance Review Committee for the BEAM endowment fund at Simon Fraser University since 2011 and is a former external director for the Centre for Studies in Global Asset and Wealth Management.
Seth’s charitable endeavours include the STAND Foundation, Dixon Transition Society and Prostate Cancer Foundation BC. As director of the Prostate Cancer Foundation BC, he organizes, fundraises and participates in the Raymond James Father’s Day Walk Run, held every year in cities across BC.
In his spare time, Seth enjoys many hobbies including fly fishing, yoga, and adventure travel. Seth and his wife, Ana, share two Maltese dogs, Lola and Francesca.
Marko Ferenc is an associate portfolio manager. He spends a lot of time researching new investment ideas and watching developments with our existing holdings, as portfolio construction and asset class mix are key focuses. With a natural contrarian instinct, Marko looks for investment ideas that are “on sale”.
Seth’s team includes:
Aiysha Partin - Trading Specialist
Ryan Cha - Client Service Specialist
Jason Mai - Trading Specialist
Robin Jang - Administrative Assistant
Andrey Dashkov - Research Assistant
Marko Ferenc - Associate Portfolio Manager
Senior Vice President & Portfolio Manager, Private Client Group
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