Peck Wealth Management

Alison Peck, CFA, makes all investment decisions. She has held discretionary authority over client portfolios since 1998 and began her career as a research analyst at Stephens Inc. in the early 1980s. She later served as Director of Research at that firm before moving into portfolio management at U.S. Trust, HSBC, and JPMorgan Private Bank.

The firm draws on Alison Peck's primary-research framework developed over three decades. Her method traces back to her time as Director of Research at Stephens Inc., where she conducted deep industry analysis and interviewed company managements and competitors. Today she applies that same scrutiny to publicly traded equity and fixed-income securities, supported by third-party research and technology.

The firm only manages separate accounts. Each client's portfolio is customized to their specific objectives and coordinated across their full family or enterprise relationship. Peck does not offer proprietary mutual funds, ETFs, or commingled vehicles.

Portfolios span global equity and fixed-income publicly traded securities and funds. The firm does not advertise exposure to private markets, real assets, or hedge funds. It emphasizes direct security selection and avoids proprietary-product bias.

Alison Peck has held the Chartered Financial Analyst (CFA) designation since 1986. She earned a BBA in Finance summa cum laude from the University of Memphis and attended the University of Texas Graduate School of Business. Her career includes roles as Senior Portfolio Manager at JPMorgan Private Bank, Senior Portfolio Manager and Team Leader at HSBC, and portfolio manager at U.S. Trust.