Client Service Manager
Allison is a Senior Portfolio Assistant, working closely with the Portfolio Managers to assist with client support and service. She also helps support client development and trading functions.
In 1994 Allison joined the firm as an Operations Assistant. Since then her duties have evolved to include client servicing, marketing support, and managing account operations for the office. She has developed relationships with many of the firm’s clients in her current Client Service Manager role.
Allison has a Bachelor of Fine Arts degree from the Rhode Island School of Design.