Alison Bisno Peck

Finance

Consumer Services

Profile

Before joining Dock Street in 2008, Ms. Peck was a Senior Portfolio Manager with JPMorgan Private Bank where she managed some of the most complex and largest fiduciary, philanthropic and related family accounts.
Dock Street is the independent investment advisor for several family relationships that she managed while at JP Morgan.
Her other recent Senior Investment positions were with U.S.
Trust Company and HSBC Bank USA where she was also a team leader.
Her portfolio management experiences span the full range of global options including equities, fixed income and alternative investments.
Prior to moving to New York in 1996, Ms. Peck served in several capacities at Stephens Inc., the Little Rock, Arkansas investment banking firm.
Starting as an equity analyst, she rapidly progressed to become the Director of Research and member of the senior management team.
She was recongized by the financial press including Forbes, Fortune and The Wall Street Journal for her investment skills.
Ms. Peck is a Chartered Financial Analyst (CFA) attended the University of Texas Graduate School Of Business and graduated summa cum laude from the Fogleman College of Business and Economics at the University of Memphis.
She believes her foundation of client care began as early as her childhood years growing up in a family-owned hotel.

Former positions of Alison Bisno Peck

Companies	Position	End
JPMorgan Chase Co. (Investment Management) JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.	Portfolio Manager-Equities	2007-12-30
Stephens, Inc. Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.	Director of Research - Equity	1995-12-30
HSBC Bank USA, NA HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA.	Portfolio Manager-Equities	-
United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	Portfolio Manager-Equities	-
Dock Street Asset Management, Inc. Dock Street Asset Management, Inc. Investment ManagersFinance Dock Street Asset Management, Inc. (Dock Street) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Beach, Florida. The firm was founded by Daniel Ogden in 1989. Dock Street provides investment planning for families and individuals.	Analyst-Equity	-

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Training of Alison Bisno Peck

University of Memphis

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies