Allison Lurie

Partner & Director of Operations
Allison Lurie

Allison leads Gresham’s Operations Team. In this capacity, she is responsible for ensuring that Gresham remains at the forefront of efficiency and innovation. Allison drives productivity enabling the firm to offer best-in-class client service.

Allison’s journey with Gresham began 15 years ago and throughout her tenure, she has assumed diverse roles. She has taken on a range of responsibilities within the organization, working directly with clients to deliver integrated wealth management solutions, building and leading teams, and managing firmwide branding initiatives to raise Gresham’s national visibility and expand the firm’s professional network and client base.

Before joining Gresham, Allison worked at BMO Capital Markets.

  • B.S. Management and Business Administration, University of Colorado-Boulder
  • M.B.A., Northwestern University Kellogg School of Management
  • Financial Planning Diploma Program, New York University
  • Personal interests: Embarking on global escapades, Broadway musicals and practicing mindfulness
Allison Lurie
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