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Allison Lewis
Analyst-Equity chez Peregrine Capital Management LLC
Postes actifs de Allison Lewis
Sociétés | Poste | Début | Fin |
---|---|---|---|
Peregrine Capital Management LLC
![]() Peregrine Capital Management LLC Investment ManagersFinance Peregrine Capital Management LLC (Peregrine) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Robert Mersky in 1984 and is a subsidiary of Peregrine Capital Management Holdings LLC. Peregrine provides investment advisory services to corporate and public pension plans, profit-sharing plans, savings-investment and 401(k) plans, Taft-Hartley plans, private and public foundations and endowments, corporate accounts, large trust accounts, registered investment companies, collective investment trusts, UMA programs, RIAs and high net-worth individuals. | Analyst-Equity | 01/03/2022 | - |
Gestionnaire de Portefeuille-Actions | 01/01/2023 | - |
Historique de carrière de Allison Lewis
Anciens postes connus de Allison Lewis
Sociétés | Poste | Début | Fin |
---|---|---|---|
Marsico Capital Management LLC
![]() Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Analyst-Equity | 01/12/2019 | 28/02/2022 |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Analyst-Equity | - | 01/08/2019 |
OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Analyst-Equity | 01/01/2013 | - |
Formation de Allison Lewis
University of Wisconsin | Masters Business Admin |
University of Michigan | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Analyst-Equity | 4 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Marsico Capital Management LLC
![]() Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Finance |
Peregrine Capital Management LLC
![]() Peregrine Capital Management LLC Investment ManagersFinance Peregrine Capital Management LLC (Peregrine) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Robert Mersky in 1984 and is a subsidiary of Peregrine Capital Management Holdings LLC. Peregrine provides investment advisory services to corporate and public pension plans, profit-sharing plans, savings-investment and 401(k) plans, Taft-Hartley plans, private and public foundations and endowments, corporate accounts, large trust accounts, registered investment companies, collective investment trusts, UMA programs, RIAs and high net-worth individuals. | Finance |
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