Client Service Manager
Allison is a Client Service Manager of Proficio Capital Partners. In her role, Allison is a critical member of the relationship management team helping to service our families across multiple functions. She is involved in all aspects of the client journey, including day-to-day client service, account management, managing bespoke requests, supporting business development efforts, client onboarding, reporting, asset movement and operations, and investor portfolio reviews.
Allison has over ten years of experience working for multi-asset firms. Most recently, Allison worked on the Investor Relations team at Convexity Capital Management LP, a leading hedge fund in Boston. As the Manager of Client Service, she was responsible for communicating with investors in regards to fund terms, structure, strategy, performance, operations, and risk management. Allison has also held various client service and marketing roles at Pathlight Capital, Great American Group, and Fidelity Charitable Gift Fund.
Allison holds a Bachelor’s degree in communications and a minor in marketing from Fairfield University. Allison also spent time studying in Florence, Italy.
Outside the Office
Outside of the office Allison enjoys cooking, traveling with her family and spending time on the Cape. Allison lives in Wayland, MA with her husband and two children.