Allegiant Private Advisors, a fully independent, fee-based financial advisory firm, has promoted Cameron Dees to the position of research analyst. Dees originally joined Allegiant in early 2018 as a research assistant. He is responsible for performing research on existing client holdings as well as investments that are candidates for inclusion in client portfolios. He is currently a level III candidate in the Chartered Financial Analyst® program. Prior to joining the firm, Dees held several professional positions in a client-facing banking environment and in an analytical support capacity. Dees graduated with a Bachelor of Science in Finance from Marshall University where he also earned his Master of Business Administration. Dees remains a part of the firm’s investment research team—alongside Allegiant President and Chief Investment Officer Benjamin W. Jones, CFP®, AIF®, Portfolio Manager Luke Nicholas, CFP®, CFA and Chief Operating Officer Paul B. Cantor, CFA, CFP®, AIF®. Together, they manage assets conservatively as the Allegiant team consistently researches and rigorously examines best-of-breed, low-cost solutions. 

For more.