Alison joins Silicon Valley Capital Partners as a Principal, focusing on strengthening and building client relationships.
Alison comes to SVCP with over 20 years of financial industry experience. She started her career at Smith Barney in 1998, where she spent 13 years providing white glove service to ultra-high net-worth individuals, many of whom were C-level executives, Venture Capital Partners, and Silicon Valley entrepreneurs. She worked with clients to execute complex equity transactions, alternative investment placement, and tailored lending strategies.
Prior to SVCP Alison was one of the first employees of a startup Registered Investment Advisor (RIA,) and helped them grow to over a billion dollars of assets under management (AUM). She was responsible for bringing assets onto the firm’s platform, as well as serving as a Senior Financial Advisor; instilling clients with the confidence they needed to feel secure about their goals, financial decisions, and future.
Alison received a Bachelor of Arts from California State University, Chico with a major in economics. A native of California’s central coast, Alison spends her time off-duty at local beaches, hiking in State Parks, wakeboarding, and enjoying quality time with her family.
Alison is an Investment Advisor Representative and holds a Series 65 securities license.