Alison is the Firm’s Director of Investment Strategy and Research. Her scope of expertise includes plan governance, asset allocation, investment portfolio construction, capital markets analysis, investment manager evaluation, participant outcome analysis and liability driven investing. Alison is a member of the Firm’s Investment Committee and leads in developing our economic and financial market outlook.
She works with corporate and non-profit clients advising them on their retirement plans endowments and reserve accounts. Alison partners with clients on investment menu design, investment manager selection, fiduciary governance, provider service and fee evaluations, plan design best practices and pension plan issues such as de-risking strategies and plan terminations.
Alison graduated with Honors from Marquette University and holds B.S. in Business Administration, majoring in Finance, Economics, and International Business with a minor in Spanish for the Professions. She was also admitted into Marquette’s Applied Investment Management Program, working with peers to manage a sleeve of the University Endowment.
Alison is an Accredited Investment Fiduciary (AIF®), Chartered Financial Analyst (CFA), and a member of the Illinois CFA Institute.
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