Earle Allen, CEBS

Financial Advisor

Education & Other Highlights

Earle Allen is an institutional retirement plan advisor based in New York City, NY.

CAPTRUST welcomed Earle to our team in 2021. With more than 30 years of experience in the industry, he manages the relationships of several of our healthcare and academic institutions, as well as other nonprofit organization employers in helping them fulfill their fiduciary responsibility to their plan. He also acts as a senior level resource to a number of other CAPTRUST retirement clients.

In his role as principal, Earle is charged with the development, implementation, and management of strategic initiatives in the overall delivery of services to defined contribution plan clients.

Earle joined us from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm where he served as partner. He holds a Bachelor of Arts degree in government from Dartmouth College where he played on the baseball team and was a member of Chi Gamma Epsilon. He went on to receive a Master of Business Administration degree from New York University’s Stern School of Business with a dual emphasis on management and marketing. Earle received his Certified Employee Benefits Specialist (CEBS®) designation from the Wharton School of Business.


  • Master of Business Administration in management and marketing from New York University, Stern School of Business
  • Bachelor of Arts degree in government from Dartmouth College

Industry Designations

  • Certified Employee Benefits Specialist


  • Member, Chi Gamma Epsilon

Awards & Recognition

  • PLANADVISER Top Retirement Plan Advisers | 2023
  • NAPA Top DC Advisor Teams | 2021, 2022, and 2024 (CAPTRUST New York)


Quarterly Industry Insights: Hospitals & Healthcare Systems (Webinar Recording)

As their retirement plan advisor, CAPTRUST serves hundreds of the top hospitals and healthcare systems in the country. Our advisors recently completed quarterly review discussions with these clients. In this recorded webinar, we discuss a few key takeaways from those reviews, with unique insights into how hospitals and healthcare systems are approaching retirement benefits in 2024.

Watch Now


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.