Allen Sista, CFA, is a Portfolio Strategist and Financial Advisor at RMR Wealth, where he brings more than two decades of investment management experience to his work with clients and the firm’s broader investment platform. Allen works with public service professionals, families, and institutions, helping them make thoughtful financial decisions aligned with their long-term goals and values.
Allen began his career in financial services in 2004 and has developed extensive experience across both public and private markets. Early in his career, he was a member of the investment office responsible for managing Princeton University’s endowment, gaining exposure to investments across global asset classes. He later spent nearly a decade at First Eagle Investment Management, where he served as a senior analyst and associate portfolio manager responsible for a range of public market investments. Most recently, his work with Meteora Capital further expanded his experience with alternative investments.
At RMR Wealth, Allen brings this investment perspective to both his work with clients and his responsibilities as a Portfolio Strategist. He believes investment decisions are most meaningful when considered within the context of a client’s broader financial life, priorities, and long-term objectives. His approach emphasizes thoughtful analysis, disciplined decision-making, and an understanding of what each client is ultimately working to accomplish.
Allen earned an A.B. in Philosophy from Princeton University, where he was also a member of the varsity wrestling team. He is a Chartered Financial Analyst® (CFA®) charterholder.
Outside of work, Allen is an active member of religious and service organizations in his community. He resides in northern New Jersey with his family.