Randy Allen
Senior Wealth Advisor

Industry Start Date: 1998

KAR Start Date: 2014

Education: B.S. in Economics from Santa Clara University

Credentials: Series 7, Series 66

Prior to Joining KAR:
Randy worked as a Vice President-Senior Financial Consultant for Charles Schwab & Co. During his 12 years at Charles Schwab, Randy provided private-client investment-management services to high-net-worth families. Randy was consistently recognized as an elite performer by way of 10 consecutive invitations to the Chairman’s Club from 2004-2013. Before that position, he was a First Vice President-Financial Advisor with Morgan Stanley, where Randy spent the first four years of his career. While at Morgan Stanley, Randy was presented with the National Sales Director Award, an honor and distinction awarded to the top one percent of Advisors with the firm.

When Not in the Office:
Originally from Portland, Oregon, Randy lives in Newport Beach with his wife, Erica. They have two dogs, Scooter and Charlie, who bring a daily dose of energy, joy and entertainment to their lives. As a former NCAA Division I collegiate athlete, Randy enjoys all aspects of sports and fitness. He also enjoys traveling abroad and has a great appreciation for a variety of performing arts.

What Do You Enjoy Most About Your Job?
Competing and winning are the two most rewarding aspects of my job. This industry is extremely competitive and I love competing for an investor’s business and I love winning their trust over time.

What Do You Enjoy Most About Working at KARWA?
What I enjoy most about working at Kayne Anderson Rudnick are the people I work with every day. This group is one of the most thoughtful, intelligent and disciplined bunch of individuals I’ve associated with in my career.

How Does KARWA Approach Wealth Management Differently?
Periods of market volatility can really test an investor’s patience and commitment to their long-term strategy. At Kayne Anderson Rudnick, we intentionally structure portfolios to be defensive during difficult markets. One technique that has been particularly effective for us over the years involves blending alternative investment strategies together with traditional stock and bond portfolios to truly benefit from diversification.

What Do You Hope to Achieve For Your Clients?
When a client says “Randy, I trust you,” it is the ultimate compliment and it represents the very stage in a relationship that I hope to achieve with all of my clients. Trust is something that is earned over time and to hear those words form the clients you represent is a special thing.