David Linsey Allison
Founder at Allison Investment Management LLC
Profile
Mr. David L.
Allison, CFA, is a Vice President at Allison Investment Management LLC.
He co-founded the firm in 2002.
He has over twenty years of experience managing investment portfolios for high-net-worth investors.
In addition to his work experience, he has received a high level of formal training in investment analysis, portfolio management, and investment performance measurement techniques.
His investment analysis and commentary have been published by Forbes Media, The Wall Street Journal, CNBC, and many other major news publications.
He is a graduate of the University of North Carolina Wilmington where he majored in Finance.
He continued his professional education by earning the Chartered Financial Analysts (CFA) designation in 2005 and the Certificate in Investment Performance Measurement (CIPM) designation in 2008.
He currently holds the following registrations- Series 7 and Series 66.
David Linsey Allison active positions
Companies | Position | Start |
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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. | Founder | 2001-12-31 |
Training of David Linsey Allison
The University of North Carolina at Wilmington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
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