Kevin Dallas

Senior Investment Portfolio Analyst

Kevin serves as our teams due diligence specialist, researching individual investments, funds and fund managers to help identify viable investment opportunities for our clients. He holds Series 7 and 66 licenses and is currently studying to earn the professional designation of Chartered Financial Analyst.

He has extensive experience in the financial services industry, having worked with Morgan Keegan in various capacities, including senior project manager and as a senior portfolio specialist in which he developed asset allocations for clients. He also worked in an investments research position, where he built and maintained a recommended list of mutual funds.

Kevin earned a bachelor’s degree in business administration from the University of Memphis and an MBA from Christian Brothers University.

Memphis, TN

1100 Ridgeway Loop Rd Ste 600 Memphis, TN 38120-4056
T: 901.766.7700
F: 901.766.7759
TF: 800.873.6898

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