Dunkin Allison serves as the Director of Portfolio Management at Delegate Advisors. In this role, Dunkin manages the procedures of the firm’s Investment Team. With an emphasis on cultivating long-term relationships, Dunkin works with client families to create personalized plans that are reflective of the challenges they face now and what they hope to accomplish with their wealth in the future. He considers risk tolerance, liquidity needs, taxes, portfolio implementation, time horizon, legal restraints, leverage, and any other circumstances that should be addressed to promote cohesion and efficiency among many aspects of a client’s financial life. He also takes part in the firm’s active and m