Session Topic: Private Wealth Management Value Propositions for the Client and Career
Day
Wednesday
Start Time
9:00 AM
Length
50
Location
CH 111
Presenter(s)
David
Allison
Partner
Allison Investment Management
CSB Alum and UNCW Alumn
David co-founded Allison Investment Management, LLC with his father 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. David continued his professional education by earning the Chartered Financial Analysts (CFA) designation in 2005, the Certificate in Investment Performance Measurement (CIPM) designation in 2008, and the Data Science for Investment Professionals Certificate from the CFA Institute in 2025. He currently holds the following registrations- Series 7 and Series 66.
In addition to his role at Allison Investment Management, LLC, David strives to improve his professional competence as well as the competence of other investment professionals. He 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. He currently serves as the Industry Mentor for UNCW’s CFA Institute Research Challenge team.