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Allison Copsey — Vice President, Wealth Advisor · Titan · New York, New York, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
I'm a wealth advisor at Titan focused on helping professionals and executives make smart decisions with their money. Before Titan, I spent 3.5 years at Bank of America Private Bank working with high-net-worth clients across complex situations involving estate planning, custom credit, and portfolio construction. I work with clients across:Equity Compensation Planning (RSUs, ISOs, NQSOs, ESPPs)Tax Planning & Strategy CoordinationCash Flow, Liquidity & Goal PlanningRisk Management & Insurance PlanningEstate & Legacy Planning CoordinationIf your financial picture has outgrown your current setup, let's talk. Content shared here is for educational purposes only and should not be considered investment, legal or financial advice. Views are my own.
Experience
Wealth Advisor, Vice PresidentCurrent