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Executive Committee

Biography

Alyson is the Chief of Staff of Cerity Partners and a Partner based in our New York City office. She is a member of the firm’s Executive Committee. As the Chief of Staff, she is responsible for priority initiatives across firm management, including but not limited to strategic opportunities and partnerships, business management and communications.

Prior to joining Cerity Partners, Alyson was Head of Business Management for Chase Wealth Management, the retail wealth management business of JPMorgan with 4,000 advisors across the nation. In this role, she was responsible for strategy through execution to assist the organization with organic growth. She was the recipient of the CFO Excellence Award voted by senior management and provided to an individual who best exemplifies the CFO mindset across four key traits, ability to drive financial discipline and performance, run the business, act as a trusted partner, and serve to mitigate risk. Prior to her tenure at JPMorgan, Alyson was a strategy consultant at EY advising C-Level management of financial services and insurance companies on their most difficult challenges including mergers.

Alyson began her career at Morgan Stanley where she leveraged the firm’s IT investment to generate business focusing on private placement opportunities and M&A.

Education

  • Minor in Business Law and Corporate Governance from Villanova University
  • BS in International Business from Villanova University
  • BBA in Economics from Villanova University
  • Certificate in General Management from Stanford Business School
  • MS in Accounting, Organizations and Institutions from the London School of Economics and Political Science

Highlights

  • Executive Vice President of AFCEA, New York Founders Chapter
  • First recipient of the JPMorgan Wealth Management CFO Award for Excellence
  • Dean’s Award of Excellence & Distinction from Stanford Graduate School of Business

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