Allen Weisz, CPA, CGMA

Allen Weisz, CPA, CGMA

Senior Financial Advisor

  • St. Paul, MN
  • Walden | To Catch a Thief
  • My son Matthew, my wife Cindy, and my cousin Todd
  • Honesty, perseverance, and enthusiasm

Financial Advisors

Allen Weisz is an institutional retirement plan advisor based in Minneapolis, MN.

Allen joined CAPTRUST in 2014 as a senior 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, Omicron Delta Epsilon honor society

Industry Designations

  • Certified Public Accountant
  • Certified Global Management Accountant

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2019, 2020, and 2021 (Team Esch)
  • NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Minneapolis)

Memberships

  • Member, American Institute of Certified Public Accountants
  • Member, Minnesota Society of CPAs, including past membership on Pension Oversight Committee
  • Member, Minneapolis Pension Council
  • Past Committee Chair and Vice Chair, Minneapolis Pension Council
  • Member, Multiple Sclerosis Society Twin Cities Walk Gold Club

News & Resources

View All News and Resources