Capital Managment Team
Stephen D. Alison, CFP
Stephen D. Alison, Certified Financial Planner (CFP), is the
principal and founder of Alison, LLC. His goal has always been to
improve financial planning methods and he works diligently to keep
refining the process. Early in his 25 year investment management and
financial planning career, Stephen authored the software program
“Retirement Income Analyzer” to assist PERS Employees with planning
their retirement. He also spearheaded the development of Alison LLC's
up-to-the-minute, self-updating financial plans system, a structure
offered by only a few financial firms in the area.
One of Stephen’s specializations is retirement plan management; he has
overseen over $300 million in assets and groups ranging from 10 to
2,000 participants.
Through his direction, the company’s diversified financial and tax
divisions work together to provide clients a full spectrum of services.
With the work of financial teams, clients receive a greater depth of
talent and expertise delivering knowledgeable, objective, and
personalized service.
Daniel J. Claric
Daniel J. Claric is a fully licensed financial professional. In his position, he
focuses on executing and monitoring the firm’s investment philosophy
and strategies. He oversees the investment research and trading
department and has a wealth of experience and competence reviewing and
monitoring fund selection, portfolio managers, and investment
strategies. As the research, analysis, and portfolio management team
leader, Daniel has worked closely with the technical research staff to
develop and implement tracking and monitoring systems for mutual funds
based on a series of benchmarks and selection criteria.
Daniel graduated with honors from the University of Oregon’s College of
Arts and Sciences with a degree in Economics. He holds financial
investment certifications Series 7 and 66 and has worked in the
financial industry for seven years as a registered representative and
investment advisor representative.
Brian B. Foster
Brian B. Foster is a fully licensed financial professional for
Alison, LLC. As a member of the research and analysis team, Brian
develops
research efficiencies and automation, market and trend tracking, fixed
income analysis, and individual security evaluations. He is also an
Investment Advisor Representative to high net worth individuals, heads
the company's IT department, and continues to apply his understanding
of engineering principles to better the company. Brian participates in
due diligence reviews and meets with mutual fund representatives.
Brian graduated from the Oregon Institute of Technology with
Degrees in Mechanical Engineering and Manufacturing Engineering, with a
specialization in mathematics. He holds financial investment
certifications Series 7 and 66.
Support Staff
Shelby M. Rich
Shelby M. Rich assists Alison, LLC advisors with portfolio
management and financial planning processes. She also maintains the
functionality and accuracy of the firm’s client database. Her
responsibilities include uploading and reconciling daily account
transactions, setting up new accounts, managing the Client Portal, and
keeping the system running smoothly.
Shelby is a 2003 graduate of Northwest Christian University where she
majored in Music with a minor in Business Administration.
Jason A. Shannon
Jason A. Shannon is a trading assistant and a
certified notary public for the State of Oregon. Jason is responsible
for researching and documenting market trends and
movements, tracking fund and portfolio performance, determining proper
asset allocation strategies based on client investment goals and
objectives, and portfolio and fund performance report generation. In
addition to Jason’s financial responsibilities, he also handles the
firm’s publicity and marketing.
Jason graduated from the University of Oregon’s School of
Journalism and
Communication with a degree in Electronic Media and Advertising. He is
currently studying for his Series 66 licensing.