Bio
Alison manages CAP STRAT’s Retirement Advisory business. She oversees the delivery of services to retirement clients, manages CAP STRAT’s team of consultants, leads subject matter expertise on governance, retirement plan design (qualified and non-qualified), plan administration and compliance, and legal and regulatory issues, and directly supports client relationships and committee meetings.
Alison began her career in 2009 as CAP STRAT’s Director of Investment Strategy & Research. In this role, she supported the development of CAP STRATs investment process, including manager research and portfolio construction and led the development of CAP STRAT’s research team. She was responsible for investment analysis and the development of client reporting, including market reviews, manager searches, asset allocation studies, and investment performance reporting. She delivered investment results and recommendations to institutional clients, including defined contribution plans, pension plans, foundations, and operating accounts.
Alison graduated with honors from Marquette University with a B.S. in Business Administration, majoring in Finance, Economics, and International Business. Alison is a CFA Charterholder and a member of the CFA Society of Chicago.
