Allison Dunlap Email & Phone Number
Managing Director, Wealth Advisor @ Farther Finance
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Allison Dunlap Location
- Washington, DC, US
Allison Dunlap Work
- 2025 - now Managing Director, Wealth Advisor @
- 2022 - 2025 Managing Director @
- 2018 - 2021 President and Founder @ Insight Investment Advisory LLC
- 2018 - 2018 Chief Investment Officer @
- 2017 - 2018 Senior Vice President and Family Wealth Advisor @ Family Office Research
- 2011 - 2016 Executive Vice President @
- 2011 - 2011 Vice President @
- 2009 - 2011 Finance Director @
- 2006 - 2009 Vice President @
- 2001 - 2006 Investment Associate @
- 1998 - 2001 Analyst @
Allison Dunlap Education
- University of Pennsylvania - The Wharton School
M.B.A. (Strategic Management)
- Davidson College
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 @ University of Pennsylvania - The Wharton School. Allison Dunlap has 2 emails and 1 mobile phone numbers on RocketReach.
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