MarketWatch recently reported that former principal at Hall Capital Partners Alison Bowe Diessner has joined Ashfield Capital Partners. As Ashfield’s new partner and portfolio manager, Alison will provide comprehensive wealth advice across a broad spectrum of wealth disciplines, such as evaluating investments, building portfolios, and estate and tax planning.
During her time serving as a principal at Hall Capital since 2013, Alison focused on developing both institutional and family relationships. Before that position, she held a wide range of roles in investment services at Jasper Ridge Partners, BlackRock, Bernstein Global Wealth Management and Banc of America Securities. Alison earned her BA from Middlebury College and her MBA from UC Berkeley’s Haas School of Business.
“Alison has the experience and perspective we need to more fully support and engage with clients as they move through meaningful decision points in their lives,” says Ashfield Chief Executive Peter Johnson.
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.