Allison is Private Wealth Advisor at Ellevest, a registered investment advisory company. She's also a Certified Financial Planner™ and has more than 25 years of professional investing experience. She joined Ellevest from Wells Fargo’s Wealth Management Group in San Francisco. Her career has been focused on managing wealth for high net worth individuals, families, and private foundations. She has a Masters degree in Finance. She has held board positions at Dress for Success in San Francisco and The First Tee of Oakland. She has led financial literacy programs at Girls, Inc. (Alameda County), CB Seeds.org (Memphis, TN) and various women's groups within public and private companies.