Mark Allison

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Profile

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.

Mark Allison active positions

Companies	Position	Start

All active positions of Mark Allison

Former positions of Mark Allison

Companies	Position	End
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.	Portfolio Manager-Equities	31/12/2024
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	-

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Private companies	6
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