Client Service Associate

Allie began her career in the financial services industry in 2015 and brings extensive experience in client service and relationship management. She has held a variety of roles focused on delivering high-quality client support and operational efficiency. She brings a client-first approach to her work, with a concentration on providing thoughtful guidance, responsive service, and a seamless overall experience for clients with Bespoke Capital.

She earned a bachelor’s degree in mathematics from SUNY Brockport and holds FINRA Series 7, 66, and 24 licenses, equipping her with a well-rounded understanding of financial markets and a commitment to upholding the highest professional standards.

Allie resides in Rochester, New York with her husband, Joe, and their daughter, Payton. Outside of work, she enjoys exploring the Adirondacks and Finger Lakes regions in upstate New York, and spending time outdoors with her golden retriever, Clover.