Allen R. Gillespie, CFA®


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 $25 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 and 65
Civic, Community, and other Professional Affiliations:
CFA Institute,
New York Society of Security Analysts,
South Carolina CFA Society,
Numerous published articles including Fortune Magazine, Greenville Magazine,,,
Frequent guest speaker at industry conferences

Latest Blog Post

Watching the Tape: August 25-29, 2014

August 22nd, 2014

     “Pray look better, Sir... tho[Read More]

Watching the Tape: August 18-22, 2014

August 15th, 2014

   Odd Lot: (noun) 1. an incomplete set [Read More]

Surviving Financial No-Man's Land

August 14th, 2014

Broken Models & Interest Rates at Gr[Read More]