Bio Alison Peck, CFA

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Alison Peck, CFA

President, Peck Wealth Management, LLC


Alison Peck, CFA has held senior positions for over thirty years with leading firms in both research and portfolio management including JPMorgan and US Trust. The Wall Street Journal, Forbes and Fortune recognized Alison for her stock-picking skills early in her career as director of research for Stephens Inc. Peck Wealth Management manages investments for wealthy families, foundations and retirement plans. Growing up in a family-owned Hotel gave Alison the skills to care about her clients as individuals.

Latest Features

Building Wealth
September 2015

The Market Correction and Your Retirement Plan

Wake up, baby boomers. It’s time to take a hard look at your 401(k). Do you have the right mix of stocks and bonds?

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Building Wealth
August 2015

2 Great Stocks to Ride a Market Correction: AHS and FLT

Smart investors overcome wild market gyrations by identifying well-managed, innovative companies. Here are two to consider.

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