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Perfil
Mr. Mark S.
Allison is an Executive Vice President & Portfolio Manager at The Midwest Trust Co. He has over 30 years of experience in personal trusts, portfolio management, and financial planning.
He was previously employed as Head of Personal Trust Investment Department by UMB Bank NA and a Member by International Association of Financial Planning.
He also served on the board at Kansas Bankers Association Trust Division.
Mr. Allison received his BSBA from the University of Kansas and an MBA from the University of Texas at Austin.
He is a Certified Financial Planner.
Cargos activos de Mark Allison
| Empresas | Cargo | Inicio |
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Antiguos cargos conocidos de Mark Allison.
| Empresas | Cargo | Fin |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Gestor de Cartera-Acciones | 01/01/2025 |
International Association of Financial Planners | Corporate Officer/Principal | - |
Kansas Bankers Association
 Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Business association | Corporate Officer/Principal | - |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Corporate Officer/Principal | - |
Formación de Mark Allison.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
53
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
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UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kansas Bankers Association
Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Business association | Commercial Services |
International Association of Financial Planners |
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