Allen R. Gillespie, CFA®

Partner

Professional Overview:

Allen started in the investment industry in 1995, and serves as the chief investment officer and chief compliance officer for FinTrust Investment Advisors. He focuses on asset allocation research, manager due diligence, individual security analysis, and custom client portfolio management. Allen works closely with all of the advisors of the firm to help analyze prospective client portfolios and develop investment recommendations and implementation strategies. Allen recently served as Chairman of the South Carolina Retirement System Investment Commission, a $29 Billion pension plan, and is currently still a member of the board.

Education, Credentials and Special Training:
Chartered Financial Analyst
B.S. in Economics, cum laude, Washington & Lee University
Omicron Delta Epsilon, Economics Honor Society
Institutional Investor, “25 Rising Starts of Hedge Funds”
CFA Institute Research Challenge Mentor to Wofford College
License, FINRA Series 4, 7, 24, 53, 63, 65, 86, and 87
Civic, Community, and other Professional Affiliations:
CFA Institute
South Carolina CFA Society
Numerous published articles including Fortune Magazine, Greenville Magazine, TheStreet.com, LeMetropolecafe.com
Meals on Wheels of Greenville, Endowment Board, Chairman
GAMAC, Endowment Board Member
Liberty Fellowship, Liberty Fellow, MOSAIX Class

Latest Blog Post

Watching The Tape- June 30- July 3, 2015

The fireworks started early this yea[Read More]

Hot News: Roth 401(k)

Taking Advantage of a Roth 401(k) S[Read More]

Questions For My Father

A Father's Day Reflection As Father’s[Read More]