Allison Olexa

Assistant Vice President, Operations

Allison Olexa joined the Operations Team as an Associate in July of 2016. Her primary role is to enhance the firm’s portfolio management system by processing security transactions, settling trades, reconciling client portfolios, processing billing and client reporting, and improving operational efficiencies. She also provides valuable client service to meet the needs of our clients, advisors and custodians.

Allison is a native of a southwest suburb of Detroit. Before joining the firm, Allison received her bachelor’s degree in Finance, Investment and Banking from the University of Wisconsin – Madison.

Allison obtained her MBA from Northwestern’s Kellogg School of Management in 2022.

Allison enjoys yoga, tennis and traveling.