Greg Allison
Corporate Officer/Principal en Financial Planning Association .
Perfil
Mr. Gregory R.
Allison is Director of Portfolio Management at RegentAtlantic Capital LLC and a Member at Financial Planning Association.
He oversees the Investment Team’s responsibilities of portfolio rebalancing, mutual fund and equity research, and portfolio implementation for new clients.
Additionally, he manages the firm’s qualified retirement plan offering for which he oversees portfolio investment and management, and participant education.
He sits on the firm’s Investment Committee and is a member of the Firm’s Neighborhood Nonprofits Group.
He brings over 15 years of experience in portfolio management and financial planning.
He serves on the Board of Directors as Treasurer of the Environmental Endowment for New Jersey.
He earned a BS in Personal Financial Planning from Texas Tech University in 2002.
Cargos activos de Greg Allison
| Empresas | Cargo | Inicio |
|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
Antiguos cargos conocidos de Greg Allison.
| Empresas | Cargo | Fin |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Analyst-Equity | 01/06/2021 |
Formación de Greg Allison.
| Texas Tech University | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
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RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
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