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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.
In addition to his role at Allison Investment Management, LLC, Mr. Allison is an active member of the CFA Institute, the CFA Society of North Carolina, and the CFA Society of South Carolina, where he twice served as President and served on the Board of Directors from 2008 to 2022.
Mr. Allison currently serves as the Industry Mentor for UNCW’s CFA Institute Research Challenge team.
He is a graduate of the University of North Carolina Wilmington where he majored in Finance.
David Linsey Allison active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 2001-12-31 |
Training of David Linsey Allison
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
9
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
The University of North Carolina at Wilmington
 The University of North Carolina at Wilmington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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