Gregory Allison, CFA, currently serves as a Senior Investment Consultant focusing on Custom Indexing and OCIO Solutions at Orion since August 2025. Prior to this role, Gregory held the position of Portfolio Strategist at BNY from May 2022 to August 2025 and worked as an Internal Advisor Consultant at Hartford Funds from February 2017 to May 2022. Earlier experience includes serving as a Regional Sales Associate at AXA from December 2014 to February 2017, where responsibilities involved driving sales of annuity products across three advisory firms in the Mid-Atlantic region. Additionally, Gregory worked as a Personal Banker and Customer Sales and Service Representative at Wells Fargo from September 2013 to December 2014. Gregory holds a Bachelor of Arts in Exercise and Sport Science from The University of North Carolina at Chapel Hill, earned between 2009 and 2013.
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