Curtis Allen

Curtis Allen serves as the Chief Financial Officer and Partner at Phoenix Capital Group Holdings, LLC. He has over a decade of experience in financial services, with a strong focus on investment analysis. As a Certified Public Accountant (CPA), he has diverse experience ranging from private tax work to auditing large defense contractors. Additionally, he has managed investments for both personal and corporate clients for over seven years and holds Series 7 and 66 licenses, as well as having passed Level I of the Chartered Financial Analyst (CFA) exam.123

In his current role at Phoenix Capital Group, Curtis is responsible for overseeing all accounting and finance functions, along with various operational tasks. His educational background includes graduating Magna Cum Laude with an MBA from SUNY Oswego.45 Outside of work, Curtis is a family man who enjoys outdoor activities such as beach volleyball and biking with his family.2