Allison Taff Migel

Allison is a former wealth advisor and senior executive with expertise and insights into a range of wealth planning, investment offerings, technology solutions and lifestyle services for UHNW individuals and family offices. Allison started her career as a market manager for Advent Software in San Francisco covering the family office market nationally, and then relocated to Boston when she was hired as Director of Marketing and later became Senior Director of Business Development at Fidelity Family Office Services, a Fidelity Investments company. Following that 10-year experience working directly with single-family offices, she joined a multi-family office and Registered Investment Advisor based in Boston called Silver Bridge as Director of Family Office Services and grew into the role of Managing Director: Head of Marketing and Strategic Planning. When Silver Bridge was sold, Allison joined US Trust as a Private Client Advisor serving HNW individuals and family offices. Allison then pursued her entrepreneurial interests by joining a start-up headquartered in NYC where she spent four years at a private aviation technology-enabled company called Wheels Up, which went public earlier this year (via a SPAC).