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Allen Weisz, CPA, CGMAFinancial Advisor

  • 333 South 7th Street
    Suite 2900
    Minneapolis, MN 55402
  • 952.358.3400

Allen joined CAPTRUST in 2014 as a financial advisor with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the merger, Allen served as chief operating officer with DCAdvisors, and has worked in the industry since 1989.

EDUCATION 

  • Bachelor’s degree in accounting from the University of St. Thomas

INDUSTRY DESIGNATIONS

  • Certified Public Accountant (CPA)
  • Certified Global Management Accountant (CGMA)

MEMBERSHIPS

  • Vice Chair of the Minneapolis Pension Council
  • Member of the Minnesota Society of CPAs, Pension Oversight Committee
  • Member of the American Institute of Certified Public Accountants

Personal Profile

Hometown:
St. Paul, MN
Favorite Book or Movie:
Walden and To Catch a Thief
Ideal Dinner Guest:
My son Matthew, my wife Cindy, and my cousin Todd
Words to Live By:
Confidence, enthusiasm, performance, success
Qualities I Admire in People:
Honesty, perseverance, and enthusiasm
Favorite Philanthropy:
Multiple Sclerosis Society