67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F

Allison Bell

Client Account Manager

With nearly 10 years of broad experience in the finance industry, Allie Bell is responsible for providing LVW clients a full range of wealth management services and operational support. Her natural ability to connect with people, along with her background in economics, make her a key resource for both clients and other LVW team members.

Allie attended Hobart and William Smith Colleges and graduated Magna Cum Laude with a bachelor’s degree in economics in 2015.  She started her career at a local financial firm in trade operations, followed by joining the University of Rochester as an Investment Analyst for the endowment, which laid the foundation for her focus on alternative investments.  Her most recent position prior to joining LVW Advisors was as an Investment Analyst at a local high net worth multi-family office, where she was responsible for both the firm’s investment operations and research.

When not at the office, Allie can be found fishing, skiing and being outdoors, along with spending time with friends and family.

Ready to get serious about your investments?

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