Allison Roy is an experienced financial professional currently serving as Assistant Vice President in Fund Sponsor Consulting at Callan since July 2023. Prior to this role, Allison held the position of Senior Associate in Investments at Willis Towers Watson from May 2016 to July 2023, and has a background as VP of Trading/Operations at Lebenthal Asset Management, LLC from September 2015 to May 2016. Earlier experience includes a tenure at Wilmington Trust from September 1997 to September 2015, where responsibilities included managing a performance reporting platform and client service for institutional clients with significant assets. Allison started the career as a Portfolio Administrator at Dai Ichi Life Investment Management from April 1995 to August 1997. Educationally, Allison obtained a Bachelor’s Degree from Baylor University between 1991 and 1994.
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