PagnatoKarp welcomes Allison Tully to the team as Associate Director of Trading. Allison ensures portfolios are efficiently, accurately and reliably aligned with True Fiduciary® standards and each client’s unique investment plan. Using advanced monitoring technology, unified dashboards and real-time data analytics, Allison executes directly with multiple exchanges and financial institutions to optimize cash management, trading and asset allocation. The Investment Experience is designed to give data-driven clarity and portfolio transparency.
Prior to joining PagnatoKarp, Allison spent four years at Cassaday & Company, launching and running the wealth management firm’s trading desk. She also spent eight years as a Derivatives Trader for Guggenheim Investments before working as an analyst in the hedge fund industry.
In the community, Allison is a marathon runner and triathlete competing regularly in prestigious events, and has coached lacrosse teams locally and in the Philadelphia area. She has volunteered her time and supports charitable organizations including So Others Might Eat, Purple Heart and the Leukemia and Lymphoma Society.
Allison is a graduate of Villanova University with a B.S. in Finance.
At PagnatoKarp, our Wealth Management Experience helps streamline your life through high touch sophistication, high tech innovation and True Fiduciary® transparency. Core experiences place your interests first and fuse investments, planning, tax, legal, banking, trust, family and concierge. With over $3.8 billion assets under advisement¹, PagnatoKarp is frequently ranked on top financial advisor lists by Barron’s and Forbes and is a Virginia Best Places to Work². Visit www.pagnatokarp.com or 703-468-2700.