Steve Allan, CFA

 
Steve Allan
Head of Analytics
SVB Analytics

Phone: 415.764.3135
 

Professional Summary

Steve Allan is the Head of SVB Analytics, responsible for the three areas of information services provided to the innovation economy, Strategic Advisory Services, Compliance Valuations, and Research. Strategic Advisory Services provides consultative guidance around valuations, benchmarking, and inorganic growth strategies. Compliance Valuations issues valuation opinions for private companies. Research focuses on studying trends and opportunities in the private venture-backed innovation ecosystem. Steve brings a strong financial background and passion for entrepreneurship to his role at SVB Analytics.

Prior to joining SVB Analytics in 2008, he worked with J.P. Morgan Chase in New York for the firm's fixed income trading business. While at J.P. Morgan, Steve worked with both the proprietary and client-focused U.S. Dollar Fixed Income Derivatives desks. Before J.P. Morgan, Steve worked with AT&T, working with finance, marketing and sales.

In 2006, Steve co-authored the winning business plan and best presentation award winner for the IrishAngels-sponsored University of Notre Dame McCloskey Social Business Plan Competition with a plan for a socially-focused, hybrid for-benefit organization, PEPY Tours. He then served as a board member and Chief Financial Officer for the organization.

Steve earned a Master in Business Administration from Duke University's Fuqua School of Business and a bachelor's degree in finance from the University of Notre Dame. He has been conferred the Chartered Financial Analyst designation.