Allison leads Pathstone’s Innovation, Investment Reporting, Capital Markets, CRM, and Investment Operations divisions, ensuring consistency, efficiency and excellence in Pathstone’s workflows and systems. She is responsible for the strategic vision and implementation of investment software and processes, including developing and ensuring best practices, providing ongoing training and support to all users, and the smooth integration following acquisitions by Pathstone. Allison has more than 20 years of experience in the wealth management industry, having served as a both advisor and in operational roles.