Allen Ali

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Managing Partner, Mr. Ali has over 25 years of investment, portfolio management, business development, corporate finance and strategic advisory experience. Mr. Ali has worked in senior level positions at global financial institutions including UBS, Bank of Montreal, Guggenheim Partners and Northern Trust.

In addition, Mr. Ali worked as a Managing Director and Senior Portfolio Manager at Deerfield Capital Management. For over a decade, he played a pivotal role over in growing the firm from $50MM AUM with 10 employees to over $15BB AUM with 120 employees encompassing portfolio management, structured products, technology, market research, risk control, sales, marketing, and operations.

Mr. Ali has worked with a global clientele including Central Banks, private equity firms, commercial and investment banks, family offices, fund of funds, wealth management offices, pension funds, and insurance companies. Mr. Ali’s responsibilities included managing multi-billion dollar investment portfolios, analyzing macro-economic trends, executing strategic relationships, developing institutional relationships, and enhancing franchise value.

Mr. Ali received an M.B.A. in Finance from the University of Chicago and a B.A. in Economics from DePauw University. Mr. Ali is Series 7 and Series 63 licensed.

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