Mark Sterling Allison
Portfolio Manager-Equities at Financial Counselors, Inc.
Profile
Mr. Mark S.
Allison is an Executive Vice President & Portfolio Manager at Financial Counselors, Inc. He joined the firm in 2000.
He has over 30 years of experience in personal trusts, portfolio management, and financial planning.
He was previously employed as Head of Personal Trust Investment Department by UMB Bank NA and a Member by International Association of Financial Planning.
He also served on the board at Kansas Bankers Association Trust Division.
Mr. Allison received his BSBA from the University of Kansas and an MBA from the University of Texas at Austin.
He is a Certified Financial Planner.
Mark Sterling Allison active positions
| Companies | Position | Start |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Portfolio Manager-Equities | 2000-10-31 |
Former positions of Mark Sterling Allison
| Companies | Position | End |
|---|---|---|
Kansas Bankers Association
 Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Kansas Bankers Association operates as a cooperative group of bankers that provides government relation, education and training, compliance and legal, and other services. The company was founded on February 22, 1887 and is headquartered in Topeka, KS. | Corporate Officer/Principal | - |
| International Association of Financial Planners | Corporate Officer/Principal | - |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Corporate Officer/Principal | - |
Training of Mark Sterling Allison
| University of Kansas | Undergraduate Degree |
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |
Kansas Bankers Association
Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Kansas Bankers Association operates as a cooperative group of bankers that provides government relation, education and training, compliance and legal, and other services. The company was founded on February 22, 1887 and is headquartered in Topeka, KS. | Commercial Services |
| International Association of Financial Planners |
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