Allison is a Senior Wealth Advisor on the High Net Worth Team, advising individuals and families with $4 million or more in investable assets. She takes a comprehensive, relationship-driven approach to wealth management, working closely with clients to navigate complex financial decisions and align their resources with their long-term objectives.
Prior to joining Ballentine Partners, Allison served as a Relationship Manager in the Capital Partners Group at Brown Brothers Harriman, where she provided customized, values-driven financial planning and investment management services to high-net-worth clients across all stages of life. Earlier in her career, she was an Associate Director of Client Advisory at TwinFocus Capital, where she developed extensive experience in sophisticated financial planning, particularly in tax strategy and estate planning.
Allison holds a bachelor’s degree in Psychology with a minor in Public Health from the University of New Hampshire. She is a CERTIFIED FINANCIAL PLANNER® practitioner, earned through Boston University’s Financial Planning program. She is actively involved in The Boston Foundation’s Professional Advisors Network and serves on the Community Engagement Committee of the Boston Estate Planning Council.
She resides in Brookline with her husband and their Westie. In her free time, Allison enjoys hosting meals for friends and family, skiing across the Northeast, and continuing to improve her golf game.