Ashfield Capital Partners, one of the Bay Area’s top independent wealth advisory firms as listed in the San Francisco Business Times, welcomes Alison Bowe Diessner as a Partner and Portfolio Manager. Alison will provide comprehensive wealth advice across a broad spectrum of wealth disciplines including evaluating investments, building portfolios, estate and tax planning.
“Alison’s partnership strengthens our firm’s advisory capabilities. We are proud to celebrate over 45 years of serving long-standing and trusted clients, and Alison will be instrumental as we build upon our history and serve future generations of Ashfield clients,” says Peter Johnson, Ashfield’s chief executive. “Alison has the experience and perspective we need in order to more fully support and engage with clients as they move through meaningful decision points in their lives.”
Alison brings more than twenty years of wealth management and investment experience. Prior to joining Ashfield, Alison served as a principal at Hall Capital Partners since 2013, focused on developing both institutional and family relationships. Prior to Hall, Alison held various roles in investment services with Jasper Ridge Partners, BlackRock and Bernstein Global Wealth Management. She began her career in equity research at Banc of America Securities. Alison earned her BA from Middlebury College and her MBA from UC Berkeley’s Haas School of Business.
“Ashfield Capital Partners has the unique advantage of being one of the most established independent firms in the Bay Area. I look forward to being a part of the next phase in Ashfield’s ongoing success, as we continue building the services we provide for our clients and their families,” comments Alison.
About Ashfield Capital Partners
Ashfield Capital Partners is a San Francisco-based wealth management firm established in 1973. Since its founding, the firm has provided customized portfolio management and wealth planning to some of the country’s most successful families. Services include holistic, wealth advice on investment management, estate and tax planning, direct investing, risk management and financial administrative support. Ashfield is considered one of the Bay Area’s top wealth management firms and has recently been featured in financial media including the San Francisco Business Times’ Top Bay Area Wealth Management Firms, Forbes and US News and World Report.