Allison E. Tully
Associate Director, Trading
Allison Tully is the Associate Director of Trading. Allison ensures your portfolio is efficiently, accurately and reliably aligned with True Fiduciary® standards and your unique investment plan. Using advanced monitoring technology, unified dashboards and real-time data analytics, Allison executes directly with multiple exchanges and financial institutions to optimize cash management, trading and asset allocation. The Investment Experience is designed to give you data-driven clarity and portfolio transparency.
Prior to joining Cresset, Allison spent four years at Cassaday & Company, launching and running the wealth management firm’s trading desk. She also spent eight years as a Derivatives Trader for Guggenheim Investments before working as an analyst in the hedge fund industry.
In the community, Allison is a marathon runner and triathlete competing regularly in prestigious events, and has coached lacrosse teams locally and in the Philadelphia area. She has volunteered her time and supports charitable organizations including So Others Might Eat, Purple Heart and the Leukemia and Lymphoma Society.
Allison graduated from Villanova University with a B.S. in Finance and lives in Ashburn, Virginia, with her husband and miniature schnauzer.