Find your path to James
170 people in our graph share verified history with James — schools, employers, funds. One of them is your warm intro.
Joe HayesunlockedJames: together at Baird
×3James: together at DePauw University
×6James: together at The Ohio State University Fisher College of Business
×2James: together at Baird
About
James R. Allen serves as Vice Chair at Baird and a member of its Executive Committee, based in the firm's Louisville office. He spent his career at Hilliard Lyons, a Louisville wealth management firm, where he was Chairman and CEO from 2004 until its 2019 merger into Baird, and served as 2019 Chairman of the Board of the Securities Industry and Financial Markets Association (SIFMA). Allen holds a bachelor's degree in economics from DePauw University and an MBA in finance from Ohio State University, along with the Chartered Financial Analyst (CFA) designation.
Experience
- BairdVice Chaircurrent2019 — present
- Hilliard LyonsChairman and CEO
Skills & more
- Chartered Financial Analyst (CFA) — CFA Institute
From James's professional profile.
Colleagues at Baird
Brian Doyal
Co-Head of Global Investment Banking at Baird
Brian McDonagh
Co-Head of Global Investment Banking at Baird
David Tarantino
Director of Equity Research, CFA at Baird
Erik Dahlberg
President of Private Wealth Management at Baird
Geoff Mackey
Chief Marketing & Communications Officer at Baird
Gordon Pan
President at Baird Capital
Jason De Sena Trennert
Baird Strategas Chairman & Chief Executive Officer at Baird
John Taft
Vice Chair at Baird
Frequently asked questions
- Who is James R. Allen?
- James R. Allen serves as Vice Chair at Baird and a member of its Executive Committee, based in the firm's Louisville office. He spent his career at Hilliard Lyons, a Louisville wealth management firm, where he was Chairman and CEO from 2004 until its 2019 merger into Baird, and served as 2019 Chairman of the Board of the Securities Industry and Financial Markets Association (SIFMA). Allen holds a bachelor's degree in economics from DePauw University and an MBA in finance from Ohio State University, along with the Chartered Financial Analyst (CFA) designation.
- Where does James R. Allen work?
- James R. Allen is Vice Chair, CFA at Baird.
- Where did James R. Allen go to school?
- James R. Allen studied at The Ohio State University Fisher College of Business (Master of Business Administration - MBA, Finance); DePauw University (Bachelor of Arts - BA, Economics).
Same school
Also attended The Ohio State University Fisher College of Business66
Keatten SmithCapital Formation Coordinator at March Capital PartnersMargaret Meyo SciulliSenior Associate at JMI EquityMichael ZarlengaGeneral Counsel at PROOFSachi SanghaviJunior Analyst at JobsOhio VenturesBrandon BryantInvestor at Harlem Capital PartnersDavid MalloyAssociate at Tech Square Ventures
+ 60 more
Also attended DePauw University42
Mary MeekerFounder & General Partner at BONDMark TerbeekPartner at GreycroftRyan HaysBoard Member at CincyTechKatie McClainPartner & COO, Member of Investment Committee at Energize VenturesDaniel BarthPrincipal at Yamaha Motor VenturesStu SmithPartner at Scribble Ventures
+ 36 more
