Awards

Senior Wealth Advisor Randy Allen Named Orange County 2024 Banking & Finance Visionary

December 3, 2024LA Times B2B Publishing
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Kayne Anderson Rudnick (KAR) announced today that Randy Allen, Senior Wealth Advisor, has been named as one of Orange County’s Banking and Finance Visionaries of 2024 by L.A. Times B2B Publishing. The Banking and Finance Visionaries award recognizes individuals who have set themselves apart in the financial industry for displaying innovative strategies and forward-thinking leadership in addition to yielding strong results for their clients and organizations alike.

“KAR is proud to have Randy as an advisor who has not only differentiated himself from the field for his individual excellence, but who has made invaluable contributions to the shared success of both the firm and our clients,” said Stephen A. Rigali, Executive Managing . “This award is a well-deserved acknowledgment of the essential role Randy has played over the last decade in the KAR team’s expansion and success. We are privileged to have him as a member of the KAR team.”

Since joining KAR in 2014, Allen has played a pivotal part in expanding the firm’s presence in Orange County and San Diego. Before working with KAR, Randy served as a vice president with Morgan Stanley and, earlier, with Charles Schwab.

More information on the award can be viewed here.

LA Times OC Banking and Finance Magazine: Visionaries: Leaders in Banking and Finance 2024
Randy Allen
Featured People
Randall L. Allen
Senior Wealth Advisor
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The 2024 “OC Banking & Finance Visionaries” honor was given by the LA Times Studio in November 2024 and covers the year 2024. KAR has not paid fees to LA Times Studio to obtain or participate in the award. The firm does not anticipate that it will pay fees to re-license or market the award.

The information included in this content is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only and is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material. KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Data is obtained from systems believed by KAR to be reliable. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by KAR. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. KAR’s investment strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

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