Robert Allan

Robert Allan, CFP®, CFA®, CPA, is a seasoned financial professional with extensive experience in investment management and accounting. As Co-Founder and COO of Welon Partners since August 2018, Robert Allan focuses on empowering clients through customized financial planning rooted in integrity and transparency. Concurrently, Robert Allan is involved in Accounting and Risk Management at Plato, a company innovating the e-commerce ecosystem. Previous roles include Controller and Director of Corporate Strategy at Empirian Health, and Associate at Hayek Kallen Investment Management, where contributions included portfolio management and investment committee participation. Robert Allan also has significant experience in auditing from positions at KPMG US and PwC, including a successful audit internship at PricewaterhouseCoopers. Robert Allan holds a Bachelor of Science degree in Business Accounting and Philosophy from Washington and Lee University.