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Gregory Allison

Gregory Allison

BNY Investments
Portfolio Solutions Group
Investment Strategist


 

Gregory Allison is an Investment Strategist within the Portfolio Solutions Group at BNY Investments. Greg is responsible for supporting the business development and relationship management efforts for BNY Investments and BNY Advisors including educating advisors on investment offerings, acting as a liaison between the research and business development teams, building and reviewing custom portfolios for advisor partners, and assisting with other investment-related financial advisor/firm inquiries.

Previously, Greg has worked in the financial services industry for 10 years in multiple sales and business development roles. Prior to joining BNY in 2022, he worked for AXA (now Equitable) on their annuity team, and for Hartford Funds representing their mutual fund and ETF suite.

Greg earned a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst® (CFA®) charter holder and is a member of the CFA Institute and the CFA Society of Philadelphia.

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