About
Allison Lewis, CFA, is a Portfolio Manager at Peregrine Capital Management LLC, based in Denver, Colorado, where she is responsible for fundamental research, stock selection, and active portfolio management. Her current role emphasizes coverage and analysis across key sectors, including health care, information technology, and consumer industries, driving investment decisions for the firm’s growth equity strategies.
Prior to joining Peregrine in 2022, Allison was an Equity Research Analyst at Marsico Capital Management, supporting multiple long-only growth investment strategies. Earlier, she held the position of Vice President, Senior Equity Analyst at OppenheimerFunds (now Invesco), where she was responsible for research on a broad range of sectors, building a reputation for detailed company and industry analysis, particularly within health care and technology.
Allison holds a Bachelor of Business Administration from the University of Michigan's Stephen M. Ross School of Business and an MBA in Applied Security Analysis from the University of Wisconsin-Madison. She is a CFA charterholder, recognized for her contributions to equity research and portfolio management, with over a decade of experience developing investment theses and managing growth-focused portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Peregrine Capital Management, LLC | Senior Equity Analyst | Mar 2022 to Present | — |
| Marsico Capital Management | Equity Research Analyst | Dec 2019 to Mar 2022 | — |
| Oppenheimerfunds | Vice President Senior Equity Analyst | Jun 2013 to Aug 2019 | — |
| State of Wisconsin Investment Board | Investments Intern | Sep 2011 to May 2013 | — |
| j.p. Morgan | Investments Solutions Analyst | Jul 2008 to Jul 2011 | — |
| Blackrock | Alternatives and Wealth Management Summer Analyst | May 2007 to Aug 2007 | — |
Education
University of Wisconsin-Madison - School of Business
Master of Business Administration (MBA), Applied Security Analysis
2011 — 2013
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance and Accounting
2004 — 2008
Others at Peregrine Capital Management LLC (19)
| Name | Role | Location |
|---|---|---|
A Andrew Flis | Portfolio Manager | Saint Paul, MN , United States |
| Portfolio Manager | Minnetonka, MN , United States | |
| Data and Reporting Analyst | Minneapolis, MN , United States | |
G Gary Nussbaum | Principal | Minneapolis, MN , United States |
J Jack Israel | Area Vice President | Hightstown, NJ , United States |
| Equity Analyst, Small Cap Growth | Saint Paul, MN , United States | |
| Principal, Portfolio Manager | Minneapolis, MN , United States | |
S Sam Smith | Portfolio Manager | Saint Paul, MN , United States |
| Senior Portfolio Manager and Owner and Board Member | Jackson, WY , United States | |
B Bella Dyer | Programmer Analyst | Redondo Beach, CA , United States |