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ALLEN MARGOLIUS

ALLEN MARGOLIUS®

Allen Margolius is a portfolio manager with Tompkins Financial Advisors. He is based in the 10 Bank Street office in White Plains, NY.

Prior to joining Tompkins, Allen was an associate portfolio manager and senior vice president of research at Palisade Capital Management.  Prior to joining Palisade Capital, he served as managing director, equity research analyst at AG Asset Management, where he was responsible for investment ideas across sectors.  Prior to AG, he worked at Credit Suisse Asset Management analyzing financial and competitive positions of venture capital distributions and provided buy and sell recommendations to portfolio managers covering $4 billion in small and mid-capitalization portfolios. Allen holds an MBA from The Wharton School at the University of Pennsylvania and a BA from Binghamton University. He lives in White Plains with his family.

Education & Certifications

Bachelor’s degree, Binghamton University
Master’s degree, The Wharton School at the University of Pennsylvania

PREVIOUS EXPERIENCE

Associate Portfolio Manager
Senior Vice President of Research
Palisade Capital Management

Managing Director, Equity Research Analyst
AG Asset Management

Credit Suisse Asset Management