Alison Wallis, CAIA
Alison Wallis joined Brookvine in early 2013 and is engaged in all aspects of the advisory process, from the search for investment managers to the design of investment products, development of marketing strategies, management of the fund raising process and communication with investors. She has wide experience in the research of new investment opportunities, conducting due diligence on funds managers and managing investor relations.
Alison previously worked at Deutsche Asset Management, where she worked as an Institutional Client Manager for global equities and fixed income products. Prior to Deutsche Asset Management, Alison worked at Morningstar, where she was most recently an analyst on the fund research team.
Alison has a Master of Commerce (Quantitative Finance) and Master of International Business from the University of Sydney and a Bachelor of Arts (Economics) from the University of California, Los Angeles. She also holds the Chartered Alternative Investment Analyst (CAIA) designation.