Profile
Allison holds a BA in Economics from Douglass College, holds the CERTIFIED FINANCIAL PLANNERTM, designation, and has worked in the financial services industry with an emphasis in banking since 1986.
As a relationship manager with Summit Bank, she managed a $23 million portfolio for a diverse client base.
At Chemical Bank, she was a loan workout officer in Commerical Real Estate for the Asset Management Division.
Allison's current responsibilities include developing individual financial independence analyses.
She is also an active volunteer with the American Cancer Society.
Former positions of Allison M. Griffin
Companies | Position | End |
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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. | Analyst-Equity | 14/12/2005 |
Training of Allison M. Griffin
Dougas College | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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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 |
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