John Edward Allison

Chief Executive Officer at

Allison Investment Management LLC

76 year

Finance

Consumer Services

Profile

Mr. John E.
Allison, CFA, is a President & Chief Investment Officer at Allison Investment Management LLC.
He founded the firm in 2002.
In addition to his role at Allison Investment Management, LLC, he puts his broad financial industry experience to work by serving as an industry arbitrator with FINRA (Financial Industry Regulatory Authority).
Mr. Allison began his career in the investment industry in 1982 when he joined the Columbia, SC office of Smith Barney.
He went on to serve as the Branch Manager of Smith Barney’s Winston-Salem, NC and Greensboro, NC offices from 1992 to 1998.
He left Smith Barney as Vice President and Senior Portfolio Manager in 2000 and joined Fisher Investments as Regional Vice-President in their Private Client Group.
He is a graduate of Wofford College with a BS degree in Economics.
He holds the Series 7, Series 8, Series 63, and Series 65 registrations.
He is a member of the CFA Institute and the CFA Society of South Carolina.

John Edward 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.	Chief Executive Officer	01/01/2002

All active positions of John Edward Allison

Former positions of John Edward Allison

Companies	Position	End
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.	Corporate Officer/Principal	31/12/2002
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Corporate Officer/Principal	01/01/2000

See the detail of John Edward Allison's experience

Training of John Edward Allison

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of John Edward Allison's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	4
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.	Finance
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Finance
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
Wofford College Wofford College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services