Allie C. Rivera is Vice President, Investments & Retirement Services for OneDigital. Allie will participate in crafting the strategic direction of our teams and how we service clients. In addition, she will continue to be the lead consultant on some of our largest clients, lead the investment process for the White Plains office, while also supporting other consultants, advisors, and many of us in the office.
Prior to joining SRG in 2014, Allie gained experience in the retirement plan sector at Katz, Zlotnick & Associates where her responsibilities included investment due diligence and analysis. Allie also worked on a number of internal and client-facing research projects.
In 2012, Allie graduated from Gettysburg College with a BA in Mathematics, and in 2013, she passed the CFP examination. Allie is a CFA® charterholder and a member of the CFA Institute.