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James Allison

Vice President Investments

PaineWebber

One Of My Favorite Quotes:
Whether you think you can or think you can't, you're right.

Email: [email protected]
Phone: (212) 426-1038

Address: 11 Wall St
New York, NY 10005

Forbes Best In State 2015-2021.

The Wall Street Journal, CNBC, CBS Marketwatch.

Latest Trending Topic...

News from an hour ago: "Inflation’s inventory gluts are here to stay and will hit the bottom line in weaker economy: CNBC." This impacts all of us. There are 3 steps to take to protect yourself. Want it? When you ask your question, request it. James

A Quick Interview with James Allison & AskMyAdvisor®

What was a pivotal moment in your life when you decided to get into this career?

My father and grandfather were financial advisors. I shared this at career day in 2nd grade. Decided then that I wanted to follow their footsteps.

What’s one of your favorite parts about this work?

Helping people reach new heights they would not hit otherwise, without my help.

What are your areas of focus & specialization?

I work with HNW business owners & NFL retirees.

What do you like specifically about these areas?

I feel like I make a difference.

Speed Round Questions. What’s One of Your Favorite...

Books. Why?

How to Win Friends and Influence People. I like it because it's timeless in understanding human nature.

Movies. Why?

The Game with Michael Douglas. It was such an interesting and twisted plot that literally kept me on the edge of my seat the entire time.

Quotes. Why?

“I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy.” Warren Buffett. Timeless and it goes against what the masses do.

Hobbies. Why?

Skiing. It keeps my family, no matter what stage we're in, together.

Places to travel. Why?

Wailea. Pure bliss in every way and an incredibly relaxing place to travel.

Foods. Why?

Anything Italian. It's my favorite country to visit.

Post pandemic, what have you found yourself more appreciative of? Why?

Appreciate the value of time spent with my kids, wife, parents, friends more than I ever have.

A little more about James Allison

Experience

PaineWebber
VP investments
Jan 1984 – Present

Education

Dartmouth
Degree: Finance
Men's lightweight rowing team

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