Allen Pierce Equity Partners

About Us

An independent business that offers objective guidance and unbiased advice on a range of comprehensive global wealth management solutions.

Allen Pierce Equity Partners

About Us

Allen Pierce Equity Partners gives you access to a comprehensive range of global wealth management solutions.

Our goal is to help people pursue and achieve their financial goals. We understand that our clients aren’t simply looking for a company to offer investment advice. They’re looking for a company they can trust and develop a long-lasting relationship with.

At Allen Pierce Equity Partners, we offer objective guidance and unbiased advice. As an independent business, we don’t have any quotas to meet. Instead, we have the autonomy to recommend services and solutions we believe best address the client’s unique needs.

From the very first discussion, we take the time to learn about our clients’ dreams and help them set achievable financial goals. By understanding their values and objectives, we can help develop a financial path forward, confident that we can serve as a trusted partner by working closely and understanding their individual needs.

Empowering clients

We empower our clients with the knowledge that will help them invest astutely and secure their wealth for retirement, and to be able to leave a meaningful legacy.

We have the size and scale needed to provide experience and expertise and highly advanced, modern technical infrastructure. This combination allows us to deliver efficient and effective investment management with economies of scale to compete with bigger firms while remaining small enough to provide individualized relationship-led services with direct access to our people and resources.

Our core services include investment and portfolio management as part of an overall wealth planning package.

Why Allen Pierce Equity Partners
  • We will work closely with you to build precisely the relationship you want.
  • You will always be fully informed about your portfolio and any changes made on your behalf.
  • You can choose how regularly you want to be contacted and updated.
  • We offer experience, proficiency, and highly personalized services.

If you would like to find out more about how Allen Pierce Equity Partners can help with your investment, wealth, or other financial planning needs, please do not hesitate to Contact Us

Allen Pierce Equity Partners


Mark Pierce


John Allen

Chief Executive Officer

Andrew Lin

Chief Operations Officer

Daniel Friedman

Chief Financial Officer

Chris Nichols

Chief Technology Officer

Brian Jacobs

Chief Human Resources Officer

Vivian He

Senior Vice President

Eric Wang

Vice President

Yijun Li

Vice President

Barbara Schmidt

Chief Sustainability Officer

Jingyi Li

Chief Marketing Officer

Michael Burke

Chief Audit Officer

David Webb

Senior Strategist

William Brown

Head of Private Clients

Timothy Evans

Chief Compliance Officer

Samuel Potter

Head of Institutional Trading

Daniel Croxford

Head of Retail Clients

Jason Miller

Head of Specialist Accounts

Robert Bedford

Senior Risk Officer

Connor Bannan

Head of Retail Trading and Strategy

2021 Performance

2022 Performance