Allison Lurie
Director of Operations
As Vice President of Client Service, Ali leads the firm’s client service team, overseeing the Associates who are responsible for the day-to-day management of our client relationships, ensuring delivery of the firm’s services are consistent across all clients. Ali is responsible for developing, enhancing, and implementing solutions for all client service operational activities. A natural people connector and innovative thinker, she works closely and collaboratively across the firm with its Client Service and Operations teams, identifying new opportunities for making the firm better and enhancing the Gresham client experience.
Ali began her career at Gresham Partners in 2009, managing firmwide branding initiatives to raise Gresham’s national visibility and expand the firm’s professional network and client base. In 2012, she joined the Client Service team where she worked directly with clients to deliver integrated wealth management solutions. Prior to joining Gresham, Ali worked at BMO Capital Markets.
- B.S., Management and Business Administration, University of Colorado-Boulder
- M.B.A. candidate December 2023, Northwestern University Kellogg School of Management
- Financial Planning Diploma Program, New York University
- Personal interests: Adventures abroad, skydiving, Broadway and escape rooms
