Shade Tree Advisors LLC
Allyson Fox is an experienced finance professional currently serving as an Investment Administrator at Shade Tree Advisors LLC since April 2022. Previously, Allyson held the position of Practice Manager at Halliday Financial from November 2014 to April 2022, where responsibilities included processing new business applications, managing client relationships, overseeing operations for five financial planners, and leading team meetings. Prior experience includes roles at Ferguson Enterprises as an HQ eBusiness Merchandising and Data Content Specialist and a Financial Administrative Assistant, and as a Bank Teller at TD. Allyson holds a Bachelor of Science in Finance from Rider University, completed in June 2009.