In a recent article, Morningstar announced Ashfield Capital Partners’ newest team member: Alison Bowe Diessner.
As a former principal at Hall Capital Partners since 2013, Alison focused on developing both institutional and family relationships. In her twenty-plus years of wealth management and investment experience, Alison has held positions at Jasper Ridge Partners, BlackRock, Bernstein Global Wealth Management and Banc of America Securities.
Now, Alison will utilize her prior experience in her new role as partner and portfolio manager at Ashfield. In this role, she will provide comprehensive wealth advice across a broad spectrum of wealth disciplines, including evaluating investments, building portfolios, and estate and tax planning.
“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,” says 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.