![John Edward Allison](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Edward Allison
Vorstandsvorsitzender bei
Allison Investment Management LLC
Profil
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.
Aktive Positionen von John Edward Allison
| Unternehmen | Position | Beginn |
|---|---|---|
Allison Investment Management LLC
 Allison Investment Management LLC Investment ManagersFinance AIM employs qualitative and quantitative methods to analyze markets, sectors, and securities. The firm uses quantitative databases to screen for investments worthy of consideration and often employs relative valuation methods, absolute valuation methods, and technical analysis to analyze investments. They utilize centralized portfolio management systems for block trading, portfolio management, and securities price data collection. | Vorstandsvorsitzender | 01.01.2002 |
Ehemalige bekannte Positionen von John Edward Allison
| Unternehmen | Position | Ende |
|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Corporate Officer/Principal | 31.12.2002 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 01.01.2000 |
Ausbildung von John Edward Allison
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
99
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Allison Investment Management LLC
Allison Investment Management LLC Investment ManagersFinance AIM employs qualitative and quantitative methods to analyze markets, sectors, and securities. The firm uses quantitative databases to screen for investments worthy of consideration and often employs relative valuation methods, absolute valuation methods, and technical analysis to analyze investments. They utilize centralized portfolio management systems for block trading, portfolio management, and securities price data collection. | Finance |
Wofford College
 Wofford College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
