Alison manages CAP STRAT’s Institutional Advisory Business, and is a member of the firm’s Investment Committee.
She works with corporate and non-profit clients advising them on their retirement plans, endowments, and reserve accounts. Alison partners with clients on investment menu design, investment manager selection, fiduciary governance, provider service and fee evaluations, plan design best practices, and pension plan issues such as de-risking strategies and plan terminations.
Alison graduated with honors from Marquette University and holds a B.S. in Business Administration, majoring in Finance, Economics, and International Business with a minor in Spanish for the Professions. She was also admitted into Marquette’s Applied Investment Management Program, working with peers to manage a sleeve of the University Endowment.
Alison is a Chartered Financial Analyst (CFA) and a member of the Illinois CFA Institute.