Alison works with clients on comprehensive wealth management services, including evaluating investment opportunities, building portfolios, wealth planning and tax planning. With more than 20 years experience in the financial industry, Alison previously worked as a Portfolio Manager at Ashfield Capital Partners, a Principle at Hall Capital Partners and Vice President in Investor Relations at Jasper Ridge Partners.
Alison and her team have also been recognized as one of Forbes Best-In-State Wealth Management Teams (2023), which highlights their commitment providing financial advice to their clients, to help them achieve their financial goals. She holds her B.S. from Middlebury College and a dual-MBA from Haas School of Business at the University of California, Berkeley, and Columbia University.