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Biography

Alison is a Partner in the Pasadena office. She enjoys her close relationships with her clients while managing their portfolios.

Prior to joining Cerity Partners, Alison served as the President (since 2011) and a Principal at Gamble Jones Investment Counsel. She initially joined Gamble Jones in 1993 where she quickly rose through the ranks to become a principal in 1998. In 1995, Alison became a Registered Investment Advisor and began working as a portfolio manager.

Education

  • B.S. in International Relations from the University of San Diego
  • Cannon Financial Institute, Level I and II

Highlights

  • Series 2 license holder
  • Trustee for the Mayfield Senior School Board
  • Member of the Board of Trustees for The Cancer Support Community
  • Advisory Board Member for the Pasadena Community Foundation
  • Member of the Christ Child Society of Pasadena
  • Past Board of Trustees member and past Chair for the Mayfield Junior School

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.