Allison Lurie
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.
Outside of work, Allison enjoys jet-setting on global escapades, immersing herself in the magic of Broadway and casually dropping the bombshell that at the age of 15, she stole the spotlight on the Oprah Winfrey show, which simultaneously marked the beginning and end of her television journey.
- 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
