Dunkin Allison serves as the Director of Portfolio Management at Delegate Advisors. In this role, Dunkin manages the procedures of the firm’s Investment Team. With an emphasis on cultivating long-term relationships, Dunkin works with client families to create personalized plans that are reflective of the challenges they face now and what they hope to accomplish with their wealth in the future. He considers risk tolerance, liquidity needs, taxes, portfolio implementation, time horizon, legal restraints, leverage, and any other circumstances that should be addressed to promote cohesion and efficiency among many aspects of a client’s financial life. He also takes part in the firm’s active and methodical due-diligence process.
Dunkin finds helping educate and inform clients rewarding so they can make informed investment decisions, helping them to say “yes,” but more often “no” to investment opportunities brought to them. Because he values investor education, he has also enjoyed the opportunity to share insights in a variety of publications, including Bloomberg, Yahoo! Finance and U.S. News & World Report.
Before joining Delegate, Dunkin began his career in the investment industry as a strategic partnership officer at the South Carolina Retirement System Investment Commission, where he played an integral role in developing and implementing their Strategic Partnership Program.
In his free time, Dunkin enjoys a wide range of hobbies that keep both his hands and his mind busy, including golf, woodworking, fishing, cooking and archery.