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Allen Trim

Allen Trim

Analyst, Portfolio Manager

Allen B. Trim is lead analyst and strategic consultant to Blue Summit’s Managed Mutual Fund programs. Allen began working with Blue Summit Wealth Management as a Research Analyst in the summer of 2009. He has a strong interest in sustainable living and following accountable investment practices.
Allen graduated from the University of California, Los Angeles in 2006 with a B.A. in Economics and a minor in Accounting. After working as a litigation consultant in Los Angeles he recently returned to San Diego to be close to family and friends where he now works as a financial analyst. 
Allen is also a certified public accountant, member of the San Diego triathlon club, and overall outdoor enthusiast.