Alison Moffatt

Client Service Associate


Alison began her wealth management career at Morgan Stanley in 1996, working as an Investment Advisor in its ultra-high net worth group in New York City.  After taking some time away from Wall Street to raise a family, Alison resumed her professional career as a strategic marketing consultant, and eventually rejoined the finance industry at a boutique investment advisory firm in Stamford, CT.    

Originally from Northville, MI, Alison is a graduate of Mercy High School and the University of Notre Dame.  She has lived in New York City, Charlotte, NC and Darien, CT, and is thrilled to have recently returned to Michigan with her husband Chris and three children, Maggie, Gavin, and Lachlan.  In her spare time, she enjoys spending time with family, hiking, playing paddle tennis and attending her children’s hockey and lacrosse games.

Total Views: 1914 ,