Alison has over twenty-five years of experience in wealth management and fiduciary services. Prior to joining Cape Cod Five’s Trust and Asset Management Team in 2011, she served as Vice President and Manager of Estate Settlement and Trust Administration on the Cape at a regional financial institution. Earlier in her career she served in a similar capacity with the Private Clients Group of a large bank in Connecticut.
After receiving her degree in Economics from Trinity College, Alison went on to earn the designation of Certified Trust and Financial Advisor (CTFA) as a high honors graduate of the American Bankers Association’s National Graduate Trust School at Northwestern University.
Alison is a member and past President of the Estate Planning Council of Cape Cod and a member of the Orleans Yacht Club. Born and raised on the Cape, she resides in Orleans with her husband and their two sons.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|