- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Allie is a Vice President and Wealth Strategist for Northern Trust in Boston, where he is responsible for client development and marketing for the Boston and New England Region. He and his team introduce clients and their advisors to Northern Trust's holistic wealth management services, with a focus on Northern Trust's proprietary goals-driven technology platform, service excellence, and depth of expertise across all aspects of financial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication.
Experience
Prior to joining Northern Trust, Allie was a corporate litigator, in-house counsel, and trusts and estates lawyer.
Community Involvement
Allie is a member of The Contemporaries curator's circle of the MFA Boston and the Founder's Circle of the Trustees of Reservations through his work with the deCordova Sculpture Park and Museum. Allie is also an active member of the Boston Estate Planning Council (BEPC). He is formerly a member of the Art Law Committee of the New York City Bar Association, a pro bono lawyer for Volunteer Lawyers for the Arts, and Board of Advisors member for Artists for Humanity.
Joined Northern Trust
2022
Education
Bachelor of Arts from Amherst College. Juris Doctor from University of Virginia School of Law.
Credentials
Member of the Massachusetts Bar Association. Member of the New York Bar Association. Holds Series 7 and 63 FINRA Licenses.
Boston
Cash Services Unavailable | ATM Unavailable
125 Summer Street
14th Floor
Boston, Massachusetts 02110