Alison Derham
Chief of Staff
The Role
As Chief of Staff, Alison acts as a trusted advisor to the Managing Partners and leadership team, driving the firm’s strategic vision by managing key priorities and ensuring alignment and communication across the organization. As such, she is responsible for making the seemingly intangible—our firm’s mission, purpose, and values—come to life for the benefit of our advisors and staff through culture-building, recognition, and concierge-level practice onboarding.
The Story
Recruited to the financial industry right out of college, Alison spent her early years pouring herself into building processes and curricula that, by all accounts, made her successful in her role. But it wasn’t until her own husband became an advisor that the lights really turned on. Being directly connected to the challenges he faced every day helped Alison reorient her approach to something even deeper and more meaningful—both for herself and the firm’s advisors.
Today, Alison is a blend of strategist, coach, and nurturer, allowing her to guide advisors through major practice transitions with equal parts confidence and care. She works closely with top advisors to solve complex problems, initialize business partnership resources, and act as a single point of entry for addressing their concerns. Her eye for meaningful details enables her to deliver highly personalized and supportive experiences, always emphasizing a shared purpose and success. Alison’s influence extends across the firm as she cultivates a workplace environment where people feel valued and empowered.