Allen Lyons joined Houston Trust Company in 2016. As Vice President of Investments and with more than 15 years of experience in the financial services industry, he is responsible for implementing investment strategies and reviewing investment performance of client accounts, performing equity manager due diligence and supporting all aspects of the company’s investment process. Allen previously was a Vice President, Wealth Strategies and a Business Development Officer at Atlantic Trust Company (now CIBC Private Wealth Management), where he co-managed and serviced approximately $1.4 billion of client portfolio relationships. While at Atlantic Trust, he also partnered in the development of customized investment and asset allocation plans for existing and prospective clients as well as strengthened associations with key intermediary referral sources.
Allen holds a Bachelor in Science (BS) in Accounting from Louisiana State University and a Master of Business Association (MBA) in Accounting from the University of St. Thomas’ Cameron School of Business.
Allen currently serves on the Board of Directors at the Houston Livestock Show and Rodeo and Menninger Clinic Foundation, and on the Board of Trustees at St. Francis Episcopal School and the Mental Health America of Greater Houston Foundation. He is a member of the Houston Estate and Financial Forum and Governing Council of the Greater Houston Community Foundation