`Working for a small independent IRA requires Alyssa and her colleagues to wear many hats. She is the Director of Client Communications, where she engages with all of the firm’s clients to better their experience and make a positive impact on their lives. As an Associate Wealth Advisor and member of the Investment Committee she specializes in working with women, mid-career professionals and families. As an advisor that embodies all these characteristics herself, she is able to easily connect with her clients and their lives.
Prior to joining CAM, she worked for 14 years in the financial services industry on the investment side for Dimensional Fund Advisors (DFA) and Shell Asset Management. At these organization she worked in portfolio management, corporate governance, client facing with financial advisors and sales enablement. All of these roles added on to her knowledge and skill set that she brings to her clients at CAM. With a deep understanding of investments and how to communicate with investors, she is able to help clients remain calm in volatile markets and stay focused on their goals.
When she’s not in the office, she’s busy volunteering with the PTA at her children’s school. She is the mother of an active 6 year old son and a curious 4 year old daughter. To keep up with their active personalities, she attempts to call herself a runner. She’s also a dedicated blood donor and election worker to encourage all those able to vote, to do so. And her ultimate passion – traveling with her husband, Jacob, and kids. Growing up she wanted to be Samantha Brown. Tell her about your most memorable trip.