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About
Allison Tully is the Head of Trading at Compound Planning, a digital family office and tech-enabled RIA with over $2.5 billion in assets under management. Based in Charlotte, NC, she leads the firm's trading operations, supporting both buy- and sell-side execution for high-net-worth clients, entrepreneurs, and family offices. Her role centers on managing and trading complex investment portfolios, particularly focusing on ultra-high-net-worth accounts and sophisticated wealth management solutions.
Tully brings over 20 years of experience in the financial industry, previously serving as a Financial Services Consultant at Guidepoint and holding key positions at firms like Wealth Enhancement. Her expertise spans multi-asset class trading, portfolio management, and advisory for clients in the technology, entrepreneur, and retiree sectors typically serviced by Compound. She is recognized for her strategic approach to investment solutions and her ability to implement best practices across trading and operational functions.
Allison holds a BS in Business Administration with concentrations in Finance and Marketing from Villanova University and is an alumna of the Academy of the Holy Cross. She is noted for her contributions to integrating modern technology and institutional processes into wealth management, helping position Compound as one of Financial Advisor Magazine’s Top RIAs in 2024.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compound | Head of Trading | Oct 2024 to Present | Head of Trading at a $3.0bn+ wealth management firm, overseeing a rapidly growing AUM with a focus on efficient trade execution, portfolio rebalancing, and operational optimization. Responsible for ma... |
| Wealth Enhancement | Unknown to Present | — | |
| Guidepoint | Financial Services Consultant | Oct 2023 to Oct 2024 | Provided strategic insights and expertise in wealth management and investment operations, helping clients optimize portfolio management, enhance investment operations, and navigate complex financial l... |
| Cresset | Director, Trading | Jan 2021 to Oct 2023 | Head trader of a $52 billion UHNW Trading and Portfolio Management, overseeing comprehensive portfolio construction, analysis, management, and trade execution for 125+ Advisory Teams. Focuses on enhan... |
| PagnatoKarp | Director of Trading | Jan 2018 to Jan 2021 | Head trader of a $4.5B in high net worth assets across diverse financial instruments. Led equity, fixed income, and digital trading desks, optimizing portfolio performance and achieving investment obj... |
| Cassaday & Company, Inc. | Director of Trading | Jan 2015 to Jan 2018 | Founded and supervised $4.5 billion RIA trading desks, driving increased efficiency and market responsiveness. Successfully managed multi-million-dollar portfolios, leading to improved performance and... |
| Steben & Company, Inc. | Senior Research Analyst | Jan 2013 to Jan 2015 | Led investment performance reporting, attribution, research, and risk management functions, ensuring accurate analysis and informed decision-making. Conducted daily statistical and risk analysis acros... |
| Guggenheim Investments | Derivatives Trader | Jan 2007 to Jan 2013 | Trader across equities, futures, options, bonds, Forex, and indices, adept at crafting diversified investment strategies. Successfully managed a diverse portfolio of over 50 funds, optimizing risk-adj... |
| Guggenheim Investments | Financial Control Specialist II | Jan 2006 to Jan 2007 | Managed the daily inflow and outflow of client and firm assets, maintaining liquidity and financial stability.
Reconciled a suite of 17 bank accounts, ensuring accuracy and integrity in the managemen... |
| Guggenheim Investments | Financial Control Specialist | Jan 2005 to Jan 2006 | Managed the daily inflow and outflow of client and firm assets, maintaining liquidity and financial stability.
Reconciled a suite of 17 bank accounts, ensuring accuracy and integrity in the managemen... |
Education
Villanova University
BS Business Administration, Finance, Marketing
2001 — 2005
Academy of the Holy Cross
1997 — 2001
Skills & Expertise
Others at Atomi Financial Group, Inc. (4)
| Name | Role | Location |
|---|---|---|
 | Senior Portfolio Manager | Dayton, OH , United States |
C Cole Schmitt | Trader | Rochester, NY , United States |
 | Sr. Investment Manager | Fremont, CA , United States |
 | Chief Investment Officer | CA , United States |
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