Allegiant Private Advisors Promotes Cameron Dees to Research Analyst

APA Dees 3x4HI RGBThe Allegiant Private Advisors team is pleased to announce the promotion of Cameron Dees to the position of Research Analyst.

“Cameron has proven to be a key member of our Investment Research team,” explained Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “His ability to examine and analyze in-depth financial data and trends helps inform our customized, independent strategies prepared for each client. Plus, thanks to our team approach to customized wealth management, our colleagues and clients benefit from both Cameron’s insights and good nature.”

Cameron originally joined Allegiant in early 2018 as a research assistant. (Click here to get to know him better on a personal level.)

He is responsible for performing research on existing client holdings as well as investments that are candidates for inclusion in client portfolios. He is currently a level III candidate in the Chartered Financial Analyst® program. Prior to joining the firm, he held several professional positions in a client-facing banking environment and in an analytical support capacity. Cameron graduated with a Bachelor of Science in Finance from Marshall University where he also earned his Master of Business Administration.

Today Cameron remains a vital part of the firm’s Investment Research team—alongside our President & Chief Investment Officer Benjamin W. Jones, CFP®, AIF®Portfolio Manager Luke Nicholas, CFP®, CFA and Chief Operating Officer Paul B. Cantor, CFA, CFP®, AIF®. Together, they manage assets conservatively as our team consistently researches and rigorously examines best-of-breed, low-cost solutions.

Allegiant’s customized approach to wealth management means that your investment strategy is tailored to your unique needs – and designed only to further your best interests. Our planners do not receive commissions or offer proprietary products; instead, we consider only the investments that we believe will preserve and grow your wealth. You can rest assured that your customized, detailed investor profile and bespoke investment policy statement will be entirely shaped by your own needs, goals, and financial priorities.