David Grayson Allen

Mr. Allen received his bachelor's degree in History and Economics at the University of Utah, an M.A. in History and Government at Michigan State University, and a Ph.D. in American Legal History (with training in law) from the University of Wisconsin, Madison. He has been a Research Fellow at Linacre College, Oxford, and a Charles Warren (Post-Doctoral) Fellow at Harvard University. He has won a number of awards and fellowships, including an American Bar Foundation Fellowship, 1971-1972, the University of Wisconsin—Madison, Fellowship, 1971-1972, a Linacre College Research Studentship, 1971-1972, a National Endowment for the Humanities Fellowship, 1980-1981, and a Charles Warren Fellowship at Harvard University, 1980-1981.

His first book, In English Ways: The Movement of Societies and the Transferal of English Local Law and Custom to Massachusetts Bay in the Seventeen Century (Chapel Hill, North Carolina: University of North Carolina Press, 1981) won the Jamestown Prize of the Institute of Early American History and Culture of Williamsburg, Virginia, in 1976 and was considered for the Pulitzer Prize. During his years as principal of Allen Associates, a historical consulting firm in Concord, Massachusetts, his History of Scudder, Stevens & Clark (1994) won the Gold Award in the Mercury Awards Competition and the Gold Quill Award of the International Association of Business Communicators (IABC). In 2009, his book Eaton Vance and the Growth of Investment Management in the United States received the “Best in Category” for a “Professional, Illustrated” book in the 2009 New England Book Show.

His most recent book is Investment Management in Boston: A History, published in 2015. Edwin Perkins, author of Wall Street to Main Street: Charles Merrill and Middle-Class Investors wrote “Investment Management in Boston is a fresh—and original—treatment of the multitude of activities by individuals and business firms in the Boston region over the last century. A highly valuable study.” Choice, a review venue for scholarly libraries, has said that “’Encyclopedic’ best describes this remarkable account of investing over the course of Boston’s long history.” Allen “provides countless vignettes of individuals, families, and institutions in addition to lessons in financial terminology and processes. His research spans documents, interviews, and previous studies. Insights abound in Allen's book . . . Institutions arose to formalize financial practices, facilitating and responding to Bostonians’ changing economic activities. Allen effectively connects financial pursuits with Boston’s economic and social evolution. Finally, Allen concludes that Boston’s traditional attitudes ‘endure,’ with prudence trumping ‘the quickest or largest return.’ Well written and engaging throughout, with endnotes full of additional details and resources.”

Prior to the founding of Allen Associates, Mr. Allen was Assistant Editor, The Papers of Daniel Webster, Dartmouth College, Hanover, NH, 1972-75, and consultant for development, Office of the Dean of the Faculty, Dartmouth College, 1973-75. He was next Associate Editor, The Adams Papers, Massachusetts Historical Society, Boston, MA, 1975-80, and was lecturer in History at Northeastern University and Harvard University, 1978-80. He was a consultant at Abt Associates, Cambridge, 1980-1981 before becoming a co-Founder, Executive Vice President, Treasurer, and Director, of The Winthrop Group, Inc., Cambridge, 1981-90 as well as the Executive Director, Center for Applied History, Cambridge, 1987-89.

In the field of historical consulting on New England history he has worked with the Adams National Historic Site, Quincy; Museum of Fine Arts; Dublin Seminar; Plimoth Plantation.

For private and public sector clients, Mr. Allen has researched and written numerous reports and publications, many of them proprietary, or consulted on various historical projects. They have included work for Unilever PLC; the Center of Military History, Department of the Army, Washington, D.C. (unpublished history of demobilization following 20th century wars); Motorola, Inc.; Reuben H. Donnelley, Inc. (historical and strategic developments in the telecommunications industry since the 1880s); Palmer & Dodge; Ropes & Gray; Hale & Dorr ; GMAC, Inc.; New England Medical Center; Scudder Kemper Investments, Inc.; Department of Defense (history of post-World War II acquisition policy).

Mr. Allen has conducted general historical consulting for a wide variety of businesses and organizations including: Boston Edison, Hercules, General Cinema, Alcoa, Factory Mutual, Polaroid, Trammel Crow Companies, Fanny Farmer Candies, Metropolitan Life, Paul, Hastings, Janofsky & Walker, The DiMare Company, and General Motors.