2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Financial Advisor,
Relationship Manager
Allie joined CAPTRUST in 2020 from MRA Associates, and she serves as a financial advisor and relationship manager. She works with high-net-worth individuals and families on a variety of wealth management issues, including investment advising, financial planning, tax planning, and estate planning.
Allie holds a Bachelor of Science degree in finance and economics from Barrett the Honors College at Arizona State University, along with the designation of Chartered Financial Analyst. Outside of work, Allie enjoys reading, traveling, taking barre classes, and volunteering at her church.
2 months ago
A year ago, markets were coming off one of the...
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