Allison Tully

Allison Tully Email and Phone Number

Head of Trading @ Compound
Allison Tully's Location
Charlotte, North Carolina, United States, United States
Allison Tully's Contact Details
About Allison Tully

Seasoned investment management professional with over 19 years of experience in constructing, managing, and trading investment portfolios, including product models and SMAs. Demonstrated expertise in managing risk and ensuring regulatory compliance to achieve both firm and client objectives. Skilled in navigating complex investment guidelines and collaborating effectively with internal and external stakeholders to deliver optimal portfolio performance and meet organizational goals.I thrive both autonomously and through collaborative efforts with internal and external stakeholders, consistently meeting organizational objectives and performance targets.

Allison Tully's Current Company Details
Compound

Compound

View
Head of Trading
Allison Tully Work Experience Details
  • Compound
    Head Of Trading
    Compound Oct 2024 - Present
    Remote, Us
    Head of Trading at a $2.5bn wealth management firm, overseeing a rapidly growing AUM with a focus on efficient trade execution, portfolio rebalancing, and operational optimization. Responsible for managing all aspects of the trading desk, from strategy to execution, ensuring compliance and seamless integration with portfolio management. Leads a team of professionals and collaborates with leadership to drive strategic initiatives that enhance trading operations, reduce overhead costs, and deliver exceptional client outcomes.
    View
  • Guidepoint
    Financial Services Consultant
    Guidepoint Oct 2023 - Oct 2024
    New York, Ny, Us
    Provided strategic insights and expertise in wealth management and investment operations, helping clients optimize portfolio management, enhance investment operations, and navigate complex financial landscapes. Leveraged extensive experience in trading, portfolio construction and management, and operations to deliver actionable recommendations that drive efficiency and improve client outcomes.
    View
  • Cresset
    Director, Trading
    Cresset 2021 - Oct 2023
    Chicago, Il, Us
    Head trader of a $52 billion UHNW Trading and Portfolio Management, overseeing comprehensive portfolio construction, analysis, management, and trade execution for 125+ Advisory Teams. Focuses on enhancing operational efficiency, reducing overhead costs, and leading a team of professionals. Collaborates with teams and leadership to direct strategic initiatives, achieving exceptional results in trade execution accuracy and compliance to best serve our clients.
    View
  • Pagnatokarp
    Director Of Trading
    Pagnatokarp 2018 - 2021
    Reston, Va, Us
    Head trader of a $4.5B in high net worth assets across diverse financial instruments. Led equity, fixed income, and digital trading desks, optimizing portfolio performance and achieving investment objectives. Spearheaded strategic initiatives, including the overhaul of the firm's Best Execution Committee and Analysis, resulting in significant reductions in trade errors and enhanced operational efficiency.
    View
  • Cassaday & Company, Inc.
    Director Of Trading
    Cassaday & Company, Inc. 2015 - 2018
    Mclean, Va, Us
    Founded and supervised $4.5 billion RIA trading desks, driving increased efficiency and market responsiveness. Successfully managed multi-million-dollar portfolios, leading to improved performance and client satisfaction. Spearheaded operational enhancements and compliance initiatives, resulting in significant cost reductions and strengthened partnerships, while playing a pivotal role in shaping strategic decisions at the management level.
    View
  • Steben & Company, Inc.
    Senior Research Analyst
    Steben & Company, Inc. 2013 - 2015
    Gaithersburg, Md, Us
    Led investment performance reporting, attribution, research, and risk management functions, ensuring accurate analysis and informed decision-making. Conducted daily statistical and risk analysis across portfolios, forecasting market trends and implementing proactive investment strategies. Overhauled analytical databases, prepared comprehensive reports, and led hedging efforts, optimizing risk-adjusted returns and enhancing risk management processes.
    View
  • Guggenheim Investments
    Derivatives Trader
    Guggenheim Investments 2007 - 2013
    New York, New York, Us
    Trader across equities, futures, options, bonds, Forex, and indices, adept at crafting diversified investment strategies. Successfully managed a diverse portfolio of over 50 funds, optimizing risk-adjusted returns across various investment strategies. Collaborated with key stakeholders to develop trading strategies, built trade models, and fostered strategic partnerships, ensuring adherence to best practices and regulatory compliance.
    View
  • Guggenheim Investments
    Financial Control Specialist Ii
    Guggenheim Investments 2006 - 2007
    New York, New York, Us
    Managed the daily inflow and outflow of client and firm assets, maintaining liquidity and financial stability.Reconciled a suite of 17 bank accounts, ensuring accuracy and integrity in the management of firm and client assets.Collaborated with internal and external colleagues to ensure regulatory compliance with money movement and accountancy, mitigating risk and maintaining transparency in financial operations.
    View
  • Guggenheim Investments
    Financial Control Specialist
    Guggenheim Investments 2005 - 2006
    New York, New York, Us
    Managed the daily inflow and outflow of client and firm assets, maintaining liquidity and financial stability.Reconciled a suite of 17 bank accounts, ensuring accuracy and integrity in the management of firm and client assets.Collaborated with internal and external colleagues to ensure regulatory compliance with money movement and accountancy, mitigating risk and maintaining transparency in financial operations.
    View

Allison Tully Skills

Derivatives Alternative Investments Bonds Commodity Fixed Income Hedge Funds Portfolio Management Bloomberg Swaps Options Stocks Foreign Exchange Etfs Trading Systems Fx Options Trading Strategies Indices Technical Analysis Equities Investments Commodity Markets Foreign Exchange Options Commodities Fx

Allison Tully Education Details

  • Villanova University
    Villanova University
    Marketing
  • Academy Of The Holy Cross
    Academy Of The Holy Cross

Frequently Asked Questions about Allison Tully

What company does Allison Tully work for?

Allison Tully works for Compound

What is Allison Tully's role at the current company?

Allison Tully's current role is Head of Trading.

What is Allison Tully's email address?

Allison Tully's email address is at****@****tal.com

What is Allison Tully's direct phone number?

Allison Tully's direct phone number is +130171*****

What schools did Allison Tully attend?

Allison Tully attended Villanova University, Academy Of The Holy Cross.

What are some of Allison Tully's interests?

Allison Tully has interest in Running, Children, Marathons, Triathlons.

What skills is Allison Tully known for?

Allison Tully has skills like Derivatives, Alternative Investments, Bonds, Commodity, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Swaps, Options, Stocks, Foreign Exchange.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.