Alison Fitzgerald

As a Consulting Analyst, Alison is responsible for the analysis of client investment portfolios for The Wealth Office®. She serves clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. She began her career in financial services in 1992. Prior to joining Fiducient Advisors, she held various positions at Kidder Peabody, Nuveen Investments and was the Director of Equity Marketing and Sales and Head of the Management Committee/Partner with Lotsoff Capital Management. She earned a Bachelor of Science degree in Mechanical Engineering from Yale University. Outside of work, Alison works with multiple nonprofit organizations and serves on the board of The Coleman Foundation, the Rustandy Center Advisory Council at University of Chicago Booth and the Yale Jackson School Board of Advisors. For fun, she likes to spend time swimming, doing puzzles, traveling with her family, reading, going on long walks and attending her children’s activities.