John Anthony Allison
Vorstandsvorsitzender bei Unio Holdings LLC
Profil
Mr. John A.
Allison is a Chief Investment Officer at Unio Capital LLC and a President & Chief Executive Officer at Unio Holdings LLC.
He founded Unio Capital in 2012.
He serves as CEO and Chief Investment Officer with overall responsibility for portfolio management.
He has over 30 years of investment experience managing funds for institutional and high-net-worth clients.
Prior to founding Unio, Mr. Allison was Chairman and CEO of WP Stewart Asset Management, which managed roughly $15 billion in global equity portfolios.
He was instrumental in globalizing the firm, growing its assets from $5 billion to $15 billion, and taking it public on the NYSE in 2000.
He began his career as an institutional investment portfolio manager at Morgan Stanley Asset Management, where he managed emerging growth equities and large-cap balanced accounts for sovereign wealth funds and institutions.
He later purchased and developed a high-net worth individual money-management firm, Auchincloss & Lawrence before merging it with WP Stewart.
He earned his BA from Princeton University, and an MA & MPhil from Columbia University.
Aktive Positionen von John Anthony Allison
| Unternehmen | Position | Beginn |
|---|---|---|
Unio Holdings LLC
 Unio Holdings LLC Investment ManagersFinance Unio Holdings LLC provides investment management services. It invests long-term capital, including free cash flow allocated from operating companies. The company was founded by John A. Allison and is headquartered in New York, NY. | Vorstandsvorsitzender | - |
Unio Capital LLC
 Unio Capital LLC Investment ManagersFinance Unio Capital LLC is a registered investment advisor and wealth management firm headquartered in Princeton, New York. The firm was founded in 2012 by John Allison and Raluca Alexander, its principal owners. Their ownership is held through Unio Holdings LP, which is ultimately owned by Allison Family Holdings LLLP. Unio Capital provides discretionary investment advisory services to (i) persons or entities on a separately managed account basis and (ii) to a privately offered fund, Unio All-Seasons Fund LLC. | Vorstandsvorsitzender | 01.01.2012 |
Ehemalige bekannte Positionen von John Anthony Allison
| Unternehmen | Position | Ende |
|---|---|---|
Auchincloss & Lawrence, Inc.
 Auchincloss & Lawrence, Inc. Investment ManagersFinance Auchincloss & Lawrence, Inc. is an independent asset management firm headquartered in New York City. The firm provides advisory services to individual and institutional clients. | Corporate Officer/Principal | 31.10.1995 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Portfolio Manager-Aktien | 31.12.1989 |
W. P. Stewart & Co. Ltd. (Bermuda)
 W. P. Stewart & Co. Ltd. (Bermuda) Investment ManagersFinance W.P. Stewart & Co. Ltd. (Bermuda) is a division of W.P. Stewart & Co. Ltd (NYSE: WPL). The firm was founded in 1975 and is located in Hamilton, Bermuda | Direktor der Forschung - Eigenkapital | - |
Ausbildung von John Anthony Allison
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| Princeton University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
W. P. Stewart & Co. Ltd. (Bermuda)
W. P. Stewart & Co. Ltd. (Bermuda) Investment ManagersFinance W.P. Stewart & Co. Ltd. (Bermuda) is a division of W.P. Stewart & Co. Ltd (NYSE: WPL). The firm was founded in 1975 and is located in Hamilton, Bermuda | Finance |
Auchincloss & Lawrence, Inc.
Auchincloss & Lawrence, Inc. Investment ManagersFinance Auchincloss & Lawrence, Inc. is an independent asset management firm headquartered in New York City. The firm provides advisory services to individual and institutional clients. | Finance |
Unio Capital LLC
Unio Capital LLC Investment ManagersFinance Unio Capital LLC is a registered investment advisor and wealth management firm headquartered in Princeton, New York. The firm was founded in 2012 by John Allison and Raluca Alexander, its principal owners. Their ownership is held through Unio Holdings LP, which is ultimately owned by Allison Family Holdings LLLP. Unio Capital provides discretionary investment advisory services to (i) persons or entities on a separately managed account basis and (ii) to a privately offered fund, Unio All-Seasons Fund LLC. | Finance |
Unio Holdings LLC
Unio Holdings LLC Investment ManagersFinance Unio Holdings LLC provides investment management services. It invests long-term capital, including free cash flow allocated from operating companies. The company was founded by John A. Allison and is headquartered in New York, NY. | Finance |
