Founder of Allen Trust Company and Allen Capital Management, providing comprehensive trust and investment management services for individuals, families and charitable organizations. He is a Certified Trust and Financial Advisor (CTFA) and an attorney with more than a decade of experience in trust services and investment management. Stuart earned a Bachelor of Science in Finance & Political Science from the University of Oregon before earning his Juris Doctor at Texas Wesleyan University.


Stuart B. Allen

Bob is the Founder of Rocklyn Capital, a boutique investment bank primarily focused on sourcing loans for financial institutions and partnering with banks to provide their middle market clients with private capital solutions. Bob is a former bank executive with over 30 years of combined commercial banking, leveraged finance and debt capital market advisory experience. With prior positions at U.S. Bank, Piper Jaffray and Capital Pacific Bank, all based in the Pacific Northwest, he has developed strong relationships with national, regional and northwest based banks, capital providers and institutions.


Robert Krueger

David is a Program Director for the MJ Murdock Trust, joining in 2014 after directing Mercy Corps’ Northeast China and North Korea programs. He has more than 15 years of experience with international development and global initiatives in the public and private sectors. David holds an EMBA from University of Portland, a Master of Arts from St. John’s College, and a Bachelor of Arts from University of Washington. He has been involved with numerous nonprofits both in the Northwest and nationally.

Vice President

David C. Austin

Bob is the Managing Director of Oswego Wealth Management, a comprehensive wealth management firm helping investors and retirees maximize reliable lifetime income and manage investment risk. He is the former CEO of M Securities and Chief Marketing Officer of M Financial Group, and also served on M Financial Group’s Executive Operating Committee. A graduate of Miami University with a BS in Marketing, Bob attended the Executive Education Program at The Wharton School of Business. He is active in community service, having served as a Director of the Oregon Symphony, Guide Dogs for the Blind, Fellowship of Christian Athletes, and the Jesuit High School Parent Board.


Robert Bedritis



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