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Allison Azar — Managing Director, Head of Client Solutions, Private Client Practice · Cambridge Associates · Boston, Massachusetts, United States.
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About
Having 15+ years as a client service and business development professional in the institutional investor marketplace, I have developed a deep understanding of the complexities global ultra-high-net-worth individuals, family offices and nonprofit organizations face and help to identify solutions for them.
Experience
Managing Director, Global Client SolutionsCurrent
Dec 2007 – Present
Cambridge Associates is a leading global investment firm. We serve as our client's investment office or an extension of their existing investment office. We help private clients, endowments & foundations, and pension plans implement and manage custom investment portfolios so they can maximize their impact on the world. We work with family offices at various stages helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth. We also assist in establishing and managing private foundations to support our clients philanthropic endeavors. Cambridge Associates maintains offices in Arlington, VA; Boston; Dallas; Menlo Park and San Francisco, CA; London; New York, NY; Singapore; Sydney; and Beijing.
Marketing Associate
Liberty Mutual Insurance
Jun 2005 – Dec 2007
Liberty Mutual is a national privately-held insurance company. At Liberty Mutual, Allison led various marketing programs and sales campaigns to build Liberty Mutual's brand and business. Additionally, she was responsible for competitive intelligence, managing the firm's internal and external websites, and writing topical white papers.
Education
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