John Edward Allison
Algemeen Directeur bij Allison Investment Management LLC
Profiel
Mr. John E.
Allison, CFA, is a President & Chief Investment Officer at Allison Investment Management LLC.
He founded the firm in 2002.
In addition to his role at Allison Investment Management, LLC, he puts his broad financial industry experience to work by serving as an industry arbitrator with FINRA (Financial Industry Regulatory Authority).
Mr. Allison began his career in the investment industry in 1982 when he joined the Columbia, SC office of Smith Barney.
He went on to serve as the Branch Manager of Smith Barney’s Winston-Salem, NC and Greensboro, NC offices from 1992 to 1998.
He left Smith Barney as Vice President and Senior Portfolio Manager in 2000 and joined Fisher Investments as Regional Vice-President in their Private Client Group.
He is a graduate of Wofford College with a BS degree in Economics.
He holds the Series 7, Series 8, Series 63, and Series 65 registrations.
He is a member of the CFA Institute and the CFA Society of South Carolina.
Actieve functies van John Edward Allison
| Bedrijven | Functie | Begin |
|---|---|---|
Allison Investment Management LLC
 Allison Investment Management LLC Investment ManagersFinance Allison Investment Management LLC (AIM) is a family-owned private wealth management firm headquartered in Columbia, South Carolina. The firm was founded by John Allison and David Allison in 2002. AIM offers investment advisory services to high-net-worth individuals, pension/profit sharing plans, trusts, estates and corporate entities. | Algemeen Directeur | 01-01-2002 |
Eerdere bekende functies van John Edward Allison
| Bedrijven | Functie | Einde |
|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | 31-12-2002 |
| Smith Barney Asset Management | Corporate Officer/Principal | 01-01-2000 |
Opleiding van John Edward Allison
| Wofford College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
| Smith Barney Asset Management | Finance |
Allison Investment Management LLC
Allison Investment Management LLC Investment ManagersFinance Allison Investment Management LLC (AIM) is a family-owned private wealth management firm headquartered in Columbia, South Carolina. The firm was founded by John Allison and David Allison in 2002. AIM offers investment advisory services to high-net-worth individuals, pension/profit sharing plans, trusts, estates and corporate entities. | Finance |
