People
Client Services
Allison E. Popeo, CPA
Director of Relationship Management
Allison is the Director of Relationship Management at North American Management. Allison oversees the relationship management team and collaborates with the investment and wealth management teams in order to provide clients with high quality service. She also serves as a primary liaison for clients and assists in the development of their portfolio solutions. Prior to joining North American Management, Allison spent five years as a client relationship manager with GMO, LLC, an institutional asset management firm with over $100 billion in assets. Earlier in her career, she spent nine years at Fidelity Investments, including roles as a senior account executive within Fidelity’s institutional division, Pyramis, and as client service manager for Fidelity Charitable Services. Allison began her career as an auditor with Price Waterhouse Coopers, LLC. She earned her BS from Bucknell University and her MBA from the F.W. Olin Graduate School of Business at Babson College. Allison is a member of the American Institute of CPAs.