Michael Allison, Cfa, Cfp® Email & Phone Number

Financial Provocateur | Strategist & Portfolio Manager at Investment Research Partners | Investment Strategist at Cache FinancialsI'm an experienced professional investment manager - 35 years and counting! - which includes serving as global equity portfolio manager and Director of Equity Strategy Implementation at Eaton Vance Management for nearly 22 years. With my partners and teammates, we built two multi-billion dollar, market share leading equity franchises: exchange funds and option income funds.More recently, I've moved into a more entrepreneurial phase of my career. I founded New Lantern Capital in 2022 to more directly deliver innovative investment solutions for investors' real world problems. To enhance and broaden our opportunity to provide these solutions, we joined forces with Investment Research Partners in 2024, where I serve as Strategist and Portfolio Manager. New Lantern Capital is the General Partner for private funds and Investment Research Partners serves as the Investment Manager for the funds sponsored by New Lantern Capital. The firms are separate but affiliated companies.I've also taken on a Strategist role on the Investments Team at Cache Financials where we're developing innovative financial products for investors with concentrated stock positions. Cache recently launched more accessible exchange funds that offer tax-efficient diversification opportunities to investors with concentrated stock positions and to make it easier for employees who earn stock compensation to diversify tax efficiently. UseCache.comInvestmentResearchPartners.com

Listed skills include Equities, Portfolio Management, Capital Markets, Mutual Funds, and 22 others.

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  University Of Denver

  Finance