Client Advisory

Biography

Alanna is a Partner in the Boston office. She has more than 20 years of experience in the financial services industry. Alanna provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate and tax planning strategies.

Prior to joining Cerity Partners, Alanna was a Managing Director, Wealth Advisor at Prio Wealth. Before joining Prio Wealth, Alanna was a Senior Wealth Manager at BNY Mellon Wealth Management. During her 19 year tenure at BNY Mellon, Alanna spent time as a financial analyst in the corporate finance group, a planning manager in Wealth Management, and as a Senior Wealth Manager working with families.

In her spare time, Alanna enjoys spending time with her husband, two children and two dogs. She also enjoys skiing, being outdoors and reading.

Education

  • Salem State University, Bachelor of Science
  • Bentley University, MBA

Highlights

  • Board Member – Jason Hayes Foundation
  • Finance Committee Member - Literations

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