![Jim Allen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Allen
Director/Board Member at
Robert W. Baird & Co., Inc.
Profile
James Reid Allen is currently the Vice Chairman at Robert W.
Baird & Co., Inc., the Director at Fund for the Arts, and the Manager at HL Financial Services LLC.
Previously, he served as the Chairman & Chief Executive Officer at J.J.B. Hilliard, W.L.
Lyons LLC from 2004 to 2019.
He also held the position of Chairman at Securities Industry & Financial Markets Association, Inc. Additionally, he was the President at PNC Bank, NA (Investment Management) from 1981 to 2008.
Mr. Allen obtained his undergraduate degree from DePauw University in 1979 and an MBA from The Ohio State University.
Jim Allen active positions
| Companies | Position | Start |
|---|---|---|
HL Financial Services LLC
 HL Financial Services LLC Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
Fund for the Arts
 Fund for the Arts Miscellaneous Commercial ServicesCommercial Services Supports art organizations | Director/Board Member | - |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Provides financial advisory, wealth, asset management and investment banking services | Director/Board Member | - |
Former positions of Jim Allen
| Companies | Position | End |
|---|---|---|
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management)
 J.J.B. Hilliard, W.L. Lyons LLC (Investment Management) Investment ManagersFinance Hilliard Lyons-IM utilizes various techniques but primarily relies on fundamental analysis. The information used in researching includes traditional sources of independent information such as financial newspapers, magazines, and research material prepared by third parties, and, also, the internet. Other sources include prospectuses prepared by issuers, corporate filings with the Securities and Exchange Commission (SEC), and corporate releases. | Chief Executive Officer | 19/10/2019 |
J.J.B. Hilliard, W.L. Lyons LLC
 J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance Provides brokerage services | Chief Executive Officer | 19/10/2019 |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | President | 01/04/2008 |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates a lobbying association for the financial services industry | Chairman | - |
Training of Jim Allen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
89
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Finance |
HL Financial Services LLC
HL Financial Services LLC Investment ManagersFinance Provides investment management services | Finance |
J.J.B. Hilliard, W.L. Lyons LLC
J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
DePauw University
 DePauw University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates a lobbying association for the financial services industry | Commercial Services |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Provides financial advisory, wealth, asset management and investment banking services | Finance |
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management)
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management) Investment ManagersFinance Hilliard Lyons-IM utilizes various techniques but primarily relies on fundamental analysis. The information used in researching includes traditional sources of independent information such as financial newspapers, magazines, and research material prepared by third parties, and, also, the internet. Other sources include prospectuses prepared by issuers, corporate filings with the Securities and Exchange Commission (SEC), and corporate releases. | Finance |
Fund for the Arts
Fund for the Arts Miscellaneous Commercial ServicesCommercial Services Supports art organizations | Commercial Services |
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