Alison currently is an independent consultant focusing on the investment advisory and diversified financial services business.
In 2014- 2015 she was Chief Investment Officer at CRT, a diversified financial services business. Prior to CRT, Alison worked at Lehman Brothers/Neuberger Berman from 2004 to July 2009. Most recently Alison was Head of Equities and Private Asset Management, an $800 million revenue business with 400 people reporting to her. She also served as Chief Investment Officer overseeing the policy, risk and performance measurement groups for both fixed income and equities.
Previously, Alison was brought in to Lehman Brothers as Chief Investment Officer of Private Investment Management to build a comprehensive advice and product platform of asset allocation, portfolio strategy and manager selection. While in this role the business moved from being highly transactional with over 90% of revenues from commissions to around 40% from fees while total revenues increased by over 20%. Assets under management, both internal and external managers increased more than fivefold.
Prior to Lehman Brothers, Alison was Chief Financial Officer of Commercial Banking for BankOne from 2000 to 2003. The Commercial Bank was a multi-product multi-channel global business with $3 billion in revenues, $150 billion in assets and over 18,000 employees. As part of the team brought in by CEO Jamie Dimon, Alison was an instrumental team member in the company's successful restructuring.
Alison spent nine years at Travelers/Citigroup. From 1999 - 2000 she was Director of Development at Citigroup. In that role she led strategic projects for the Office of the Chairman. Previously, Alison was a securities analyst covering the financial services industry. As an analyst, she was consistently top ranked in both the Institutional Investor and Wall Street Journal polls, ranking number one her last two years as an analyst.
Alison regularly speaks on the markets and the economy. Previously Alison was a regular commentator on Louis Rukeyeser's Wall Street for ten years.
Alison holds a B.S.E. in economics from the Wharton School of the University of Pennsylvania.