Managing Director, Client Service
Allie is a Managing Director in Client Service at Proficio Capital Partners. In her role, Allie serves as a lead member of the relationship management team helping to provide exceptional client service for our families across multiple non-investment functions. She is involved in all aspects of the client journey including the day-to-day client service and management of our top relationships working to articulate, refine and implement our families’ objectives by delivering bespoke and holistic family office solutions.
Allie has 15 years of experience in financial services and considers her greatest joy helping clients achieve their objectives. Prior to joining Proficio, Allie worked in Investor Relations at Weiss Asset Management, a multi-strategy Hedge Fund based in Boston. While there, Allie was responsible for sourcing, developing, and maintaining relationships with existing and prospective investors. Before Weiss, Allie was at Credit Suisse in Prime Services in a Client Service capacity, overseeing a sophisticated base of Hedge Fund clients. Earlier in her career, she held roles at Wilmington Trust ranging from Investment Management to Sales.
Allie is a graduate of Villanova University’s School of Business and spent a semester studying at the Universita Bocconi in Milan. She was a member of Kappa Kappa Gamma, where she held various leadership positions.
Outside the Office
Outside of work, you can often find Allie enjoying the Maine coastline with her family. On top of an immense love for the outdoors, she is a pastry enthusiast and is always on the lookout for a new bakery. Allie has been an avid runner from a young age and has raced three marathons and over 15 half-marathons along the eastern seaboard. She is a lead singer in the band The Naked Shorts and has performed at venues including the Highline Ballroom and Irving Plaza. Allie resides in Newton, MA and Cape Elizabeth, ME with her husband and two daughters.