BOARD: Alison Young

With nearly 15 years of financial services background and twenty years in business, Alison provides holistic wealth management services for high-net-worth individuals, wealthy families, business owners and entrepreneurs.

Alison was selected as one of the 2022 J.P. Morgan Chairman’s Award honorees. It’s incredibly meaningful to be recognized by the firm’s leaders for demonstrating exemplary leadership, collaboration, client engagement and community partnership.

Alison’s strength lies in her ability to listen carefully and gain an understanding of each client’s intentions for their wealth. She helps to navigate the professional resources of the firm and provide strategies that address these unique goals. Alison builds deep and long-standing relationships and delivers the highest level of service. She is known for her empathetic nature and effective solution-orientation.

Through her work in various cities across the U.S., Alison has acquired an integrated perspective on the financial, consulting, government, energy and nonprofit sectors.

Most recently, she spent five years as an Investment Advisor with Bernstein Private Wealth Management and previously, she was with J.P. Morgan as a relationship manager to the Private Bank.

Her well-diversified capability set includes tax and estate planning, concentrated stock positions, business succession, private equity and family governance strategies.

Originally from Indiana, Alison attended Huntington College, where she earned a B.A. in Communications, History and Political Science. She received an M.B.A. with a concentration in Entrepreneurship from the Jones Graduate School of Management at Rice University. While at Rice, Alison was a Finance Club Officer and traveled to Kenya, Rwanda and Mexico for educational opportunities. She sits on the Rice University Alumni Board.

To give back, Alison lends her time and support to many organizations that focus on the empowerment of women and children.