Allen Gillespie, CFA®

Allen started in the investment industry in 1995, and serves as the Managing Partner 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 & Special Training:

• CHARTERED FINANCIAL ANALYST®
• B.S. in Economics, cum laude, Washington & Lee University
• Omicron Delta Epsilon, Economics Honor Society
• Institutional Investor, “25 Rising Stars of Hedge Funds”
• CFA Institute Research Challenge Mentor
• FINRA Licenses: Series 4, 7, 24, 53, 63, 65, 86, and 87

Civic, Community & 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