Allen Investment Management, LLC

Elizabeth Stahl is a CFA® charterholder and holds a Series 63 license. She has two years of industry experience and is currently with Allen Investment Management, LLC, where she has worked since 2023. Prior to this, she was employed at Allen & Company from 2014 to 2022. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, foundations, accredited investors, and certain non-U.S. persons. The firm focuses on long-only equity strategies and supplements its offerings with third-party manager allocations, portfolio construction, and ongoing due diligence.

Catherine Tse is a financial advisor at Allen Investment Management, LLC with four years of industry experience. She holds a Series 63 designation and has worked at Allen Investment Management since 2019, following prior roles at Qu Capital and Cascina LLC. Allen Investment Management provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, foundations, accredited investors, and certain non-U.S. persons. The firm focuses on long-only equity strategies and supplements these with third-party manager allocations, portfolio construction, and ongoing due diligence.

Arvind Rangaraj is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Allen Investment Management, LLC since 2022. His prior roles include positions at Children's Healthcare of Atlanta, Emory Investment Management, and QIEF Management Corp/Quantum Advisors. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, and other accredited investors. The firm emphasizes long-only equity strategies and combines tailored investment programs with third-party manager allocations and ongoing due diligence.

Samuel Baker is a financial advisor at Allen Investment Management, LLC with four years of industry experience. He holds a Series 63 designation and has been with Allen Investment Management since 2012. Allen Investment Management provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, foundations, accredited investors, and certain non-U.S. persons. The firm emphasizes long-only equity strategies and supplements its offerings with third-party manager allocations, portfolio construction, and ongoing due diligence.

Timothy Erb is a financial advisor at Allen Investment Management, LLC with 14 years of industry experience. He holds a Series 63 designation and previously worked at J.P. Morgan Chase for 18 years before joining Allen Investment Management in 2016. Outside of his advisory role, he serves on the investment committee of The HOPE Program and is a trustee at LaSalle College High School, both nonprofit organizations. Allen Investment Management provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, and accredited investors. The firm emphasizes long-only equity strategies alongside third-party manager allocations and portfolio construction, managing approximately $15.8 billion in assets for about 143 clients.