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Melanie Allison Email & Phone Number
Client Support and Marketing Specialist
at
Investment Research Partners, LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Support and Marketing Specialist
Location
Atlanta, Georgia, United States
Company size
Who is Melanie Allison? Overview
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Quick answer
Melanie Allison is listed as Client Support and Marketing Specialist at Investment Research Partners, LLC, a with 12 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Melanie Allison.
Melanie Allison previously worked as Client & Marketing Support Specialist at Investment Research Partners, Llc and Client & Marketing Support Specialist at Avail Investment Partners. Melanie Allison holds Bachelor'S Degree, Business Administration And Management, General from Skidmore College.
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Investment Research Partners, LLC
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Profile bio
About Melanie Allison
📍 Born and raised in Massachusetts. Now residing in Atlanta, GA🍑💼 With over four years of professional experience in the financial services industry, my expertise encompasses investment management, tax planning and preparation, estate planning, financial reporting, investor relations, and more. In 2024, I joined Investment Research Partners, LLC, which provides well researched investment advisory services to a diverse range of client firms, both big and small. Under the umbrella of Investment Research Partners, my dynamic role of Client and Marketing Support Specialist also serves Avail Investment Partners, an RIA that offers holistic financial planning services, and New Lantern Capital, a solution-oriented investment management firm that prioritizes the design and creation of innovative equity strategies intended to solve real-world investor needs.🎓 I graduated from Skidmore College in 2020, where I majored in Management and Business. During my time at Skidmore, I was able to continue to pursue my passion for equestrian sports, a central part of my identity since my early childhood, as a dedicated member and co-captain of the women's equestrian team. #GoSkidEq 🐎🐴 Outside of work, my heart belongs to animals, particularly horses. I also host and produce a podcast “Recovering Horse Girl” (available on Spotify!) which is focused on the exploration of self-identity and reshaping the narrative of being a “horse girl”. 🐶 In addition to horses, I share my love and home with my beloved morkie, Honey, who brings joy and laughter into my life every day. 🌟 I'm passionate about building meaningful connections and driving success both professionally and personally. Let's connect and explore how we can collaborate to achieve our goals together!
Current workplace
Melanie Allison's current company
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Investment Research Partners, Llc
10 roles
Melanie Allison work experience
A career timeline built from the work history available for this profile.
Client & Marketing Support Specialist
Client & Marketing Support Specialist
Director Of Investor Relations
Responsible for managing communication between investors and New Lantern Capital, LLC by releasing information, handling meetings and inquiries, providing feedback to the management, focusing on the company's financial community, participating in data analysis, handling information collection and preparation, interacting with equity research analysts, and focusing on presentations and data visualization.
Financial Planner
Working directly with an account manager to provide financial counseling support to individual clients.Providing comprehensive personal financial planning, investment planning and tax services to high-net-worth individuals.Preparing customized financial exhibits that include asset-allocation, retirement, education-funding, insurance and estate-planning analyses and proposals.Handling operational tasks including new account opening, fund transfers, investment implementation, and… Show more Working directly with an account manager to provide financial counseling support to individual clients.Providing comprehensive personal financial planning, investment planning and tax services to high-net-worth individuals.Preparing customized financial exhibits that include asset-allocation, retirement, education-funding, insurance and estate-planning analyses and proposals.Handling operational tasks including new account opening, fund transfers, investment implementation, and administrative work as needed. Show less
May 2022 - Oct 2023
Financial Analyst
Providing the following services for ultra high-net-worth individuals and families: tax planning and preparation, estate planning, consolidated financial reporting, philanthropic planning, investment services, cash management, coordination of personal accounting functions, trust and foundation services, domestic employee services, generational involvement and planning, and risk management.Attending compliance and continuing education training sessions as required by regulatory agencies and… Show more Providing the following services for ultra high-net-worth individuals and families: tax planning and preparation, estate planning, consolidated financial reporting, philanthropic planning, investment services, cash management, coordination of personal accounting functions, trust and foundation services, domestic employee services, generational involvement and planning, and risk management.Attending compliance and continuing education training sessions as required by regulatory agencies and the firm. Show less
Jun 2020 - May 2022
Finance Intern
Aiding in personal financial planning, financial investment design and management, legacy planning and business succession planning
Jan 2019 - Sep 2019
Gallery Associate (Monitor)
• Responsible for managing the security of art in a prominent Saratoga gallery.• Greet visitors, engage them in the pieces, and describe the artists' motives behind each piece. • Serve as a building guide to direct visitors to their desired location.
May 2018 - Dec 2018
Stable Assistant
• Help to manage over 60 horses for the Skidmore Riding Team and Skidmore Community Program• Duties include exercising the horses, overseeing medication and feeding schedules, and promoting the program to prospective students
May 2018 - Sep 2018
Social Media Intern
The Candle Collective
• Assisting a candle making shop in improving their marketing strategies• Tasks include website content creation, social media strategy and posting, development of e-newsletter and promotions, event promotion and attendance, and collaboration research
May 2018 - Sep 2018
Team & coworkers
Colleagues at Investment Research Partners, LLC
Other employees you can reach at investmentresearchpartners.com. View company contacts for 12 employees →
GC
Geoffrey Caber, Aif®
Colleague at Investment Research Partners, LlcState College, Pennsylvania, United States
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BG
Brett Greenfield
Colleague at Investment Research Partners, LlcVirginia Beach, Virginia, United States
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DV
Derek Varner, Cfa
Colleague at Investment Research Partners, LlcState College, Pennsylvania, United States
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AB
Arielle Buitenhuys
Colleague at Investment Research Partners, LlcFort Pierce, Florida, United States
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MH
Meredith Henderson
Colleague at Investment Research Partners, LlcUnited States
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SM
Shivani Matkar
Colleague at Investment Research Partners, LlcIndore, Madhya Pradesh, India
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MA
Michael Allison, Cfa, Cfp®
Colleague at Investment Research Partners, LlcSaratoga Springs, New York, United States
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Geoffrey Caber, Aif®
Colleague at Investment Research Partners, LlcState College, Pennsylvania, United States
View →
BG
Brett Greenfield
Colleague at Investment Research Partners, LlcVirginia Beach, Virginia, United States
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DV
Derek Varner, Cfa
Colleague at Investment Research Partners, LlcState College, Pennsylvania, United States
View →
AB
Arielle Buitenhuys
Colleague at Investment Research Partners, LlcFort Pierce, Florida, United States
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MH
Meredith Henderson
Colleague at Investment Research Partners, LlcUnited States
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SM
Shivani Matkar
Colleague at Investment Research Partners, LlcIndore, Madhya Pradesh, India
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MA
Michael Allison, Cfa, Cfp®
Colleague at Investment Research Partners, LlcSaratoga Springs, New York, United States
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3 education records
Melanie Allison education
Bachelor'S Degree, Business Administration And Management, General
High School Diploma
Mansfield High School
Master Of Business Administration - Mba, Business Administration And Management, General
FAQ
Frequently asked questions about Melanie Allison
Quick answers generated from the profile data available on this page.
What company does Melanie Allison work for?
Melanie Allison works for Investment Research Partners, LLC.
What is Melanie Allison's role at Investment Research Partners, LLC?
Melanie Allison is listed as Client Support and Marketing Specialist at Investment Research Partners, LLC.
Where is Melanie Allison based?
Melanie Allison is based in Atlanta, Georgia, United States while working with Investment Research Partners, LLC.
What companies has Melanie Allison worked for?
Melanie Allison has worked for Investment Research Partners, Llc, Avail Investment Partners, New Lantern Capital, Graypoint Llc, and Ayco, A Goldman Sachs Company.
Who are Melanie Allison's colleagues at Investment Research Partners, LLC?
Melanie Allison's colleagues at Investment Research Partners, LLC include Geoffrey Caber, Aif®, Brett Greenfield, Derek Varner, Cfa, Arielle Buitenhuys, and Meredith Henderson.
How can I contact Melanie Allison?
You can use AeroLeads to view verified contact signals for Melanie Allison at Investment Research Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Melanie Allison attend?
Melanie Allison holds Bachelor'S Degree, Business Administration And Management, General from Skidmore College.
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