About
Allison Dunlap is Managing Director at Harbour Capital Advisors, LLC in Baltimore, MD, where she leads advisory and investment strategy for institutional and high-net-worth clients. In her current role, she specializes in corporate finance, private equity, and asset management, with a strong focus on institutional capital allocation and portfolio construction for diverse sectors including financial services, private markets, and multi-asset strategies.
Dunlap's career spans over two decades in investment banking (First Union Securities), private equity (Allied Capital), and corporate finance (GE Capital and CapitalSource Finance). She has held senior management positions, notably at Alliance Partners, where she helped build the firm from inception and led the distribution of over $2 billion in assets to institutional clients nationwide. Her background also includes founding and managing boutique investment advisory firms, emphasizing personalized wealth management and strategic financial planning.
She holds a B.S. in Mathematics from Davidson College and an MBA from the Wharton School of the University of Pennsylvania. Allison is recognized for her contributions to investor education and industry leadership, including her service on advisory boards for organizations supporting executive women and her active role in educational programming for institutional portfolio managers.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Harbour Capital Advisors, LLC | Managing Director | Jan 2022 to Present | — |
| Fellows Financial Group, LLC. | Chief Investment Officer | May 2018 to Nov 2018 | — |
| Family Office Research | Senior Vice President and Family Wealth Advisor | Feb 2017 to May 2018 | — |
| Alliance Partners LLC | Executive Vice President | Jul 2011 to Sep 2016 | — |
Education
The Wharton School
Master of Business Administration, Management
2003 — 2005
Davidson College
Bachelor of Science, Mathematics
1994 — 1998
Others at Harbour Capital Advisors, LLC (6)
| Name | Role | Location |
|---|---|---|
| Managing Partner and COO | McLean, VA , United States | |
| analyst | McLean, VA , United States | |
N Nicholas Bundy | Portfolio Manager | Belle Haven, VA , United States |
| Portfolio Manager | Washington, DC , United States | |
T Thomas Kim | Managing Partner and Chief Investment Officer | McLean, VA , United States |
| Analyst | Arlington, VA , United States |