- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research

Expertise
Allie is a Certified Exit Planning Advisor 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. Allie has a particular passion for providing value to business owners; his family owned a wholesale drug and liquor importing business for six generations, and his wife founded her own thriving business in 2016.
Experience
Prior to joining Northern Trust, Allie was a trusts and estate attorney, corporate litigator and in-house counsel for an entrepreneur-owner managed business that became an international portfolio company to two private equity firms and then a publicly-traded company. He is admitted to the bars of Massachusetts and New York and is an active member of the Exit Planning Exchange (XPX), Boston Estate Planning Council, Alliance of Merger & Acquisition Advisors, as well as a Series 7 and 63 FINRA registered representative.
Community Involvement
Allie is a member of The Contemporaries and Laurel Society curator’s circles of the MFA Boston; the MFA’s Patron Committee; and the Founder’s Circle of the Trustees of Reservations through his work with the deCordova Sculpture Park and Museum. 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. He is actively involved in the alumnae associations of Amherst College, Concord Academy, and The Park School, the racquets committee of his local club, and is on the board of a 100+ family member association in Downeast Maine.
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
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125 Summer Street
14th Floor
Boston, Massachusetts 02110