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Alice is a partner, a member of the Executive Team and serves as chief strategic advisory officer. In this role, she works with clients as a strategic advisor, providing advice to families, family offices and institutions, while also serving as a thought leader in strategic advisory research, publications and market development. Prior to joining the firm, she worked as an advisor in the Wealth Management Group at Bernstein Global Wealth Management in Washington and in the private bank of J.P. Morgan.

Education

  • Dartmouth College, BA
  • Saint Johns University, JD

Community Involvement

  • Andy Roddick Foundation, Board Member
  • Central Texas Estate Planning Council, Member
  • St. David's Foundation, Committee Member
  • The Economic Club of Washington, Member

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