Managing Director @ (January 2022 - September 2025)
President and Founder @ Insight Investment Advisory LLC (November 2018 - December 2021)
Chief Investment Officer @ (May 2018 - November 2018)
Senior Vice President and Family Wealth Advisor @ Family Office Research (February 2017 - May 2018)
Executive Vice President @ (July 2011 - September 2016)
Vice President @ (March 2011 - July 2011)
Finance Director @ (October 2009 - February 2011)
Vice President @ (January 2006 - January 2009)
Investment Associate @ (January 2001 - January 2006)
Analyst @ (January 1998 - January 2001)
Allison Dunlap Education
The Wharton School
M.B.A. (Strategic Management)
Davidson College
B.S. (Mathematics)
Allison Dunlap Summary
Allison Dunlap, based in Washington, DC, US, is currently a Managing Director, Wealth Advisor at Farther. Allison Dunlap brings experience from previous roles at Harbour Capital Advisors, LLC, Insight Investment Advisory LLC, Fellows Financial Group, LLC. and Family Office Research. Allison Dunlap holds a M.B.A. in Strategic Management @ The Wharton School. Allison Dunlap has 1 emails and 1 mobile phone numbers on RocketReach.
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