Allison Donaldson, CFP®

MBA in Finance, New York University
BA, Hamilton College

My route to a career in wealth management started, believe it or not, with my love of all things French. I began studying French in middle school and the summer between my junior and senior years of high school, I participated in an immersion program in Montreal. I chose to pursue a French major at Hamilton College because of its reputable year-long study abroad program in Paris.

After graduating from college, a head hunter introduced me to NeubergerBerman, an investment management firm that had just signed a joint venture with BNP. After an intense interview in French with one of the partners, I was offered an entry level job with a portfolio management team.

Other than my interview, I never spoke a word of French at Neuberger, but I did gain experience in investment management. After three years, the firm sponsored me for the Executive MBA program at NYU’s Stern School of Business.

After two full years of classes, working full time and getting married, I graduated in 1996 with an MBA in Finance.

I continued to work at Neuberger with institutional clients until my twins were 18 months old– I wanted to spend more time with these great little people. While I was on hiatus, we had a third son.

A few years ago, the “original HTG” (Tom Gnuse) invited me to the office to network with some of his colleagues. Much to his surprise, I never left.

I was happy to return to the world of investments and work with such terrific colleagues. Many of us left corporate backgrounds to join HTG because of the collaborative and collegial environment.

Our clients are pretty great too. I immensely enjoy working with them on everything from big-picture financial plans and investing, down to cash management and budgeting.

When I’m not at work, I enjoy running, painting and spending time with my family. I seek out the opportunity to practice my French whenever I can. If you are in the area, stop in and say bonjour!


Please contact me below if you would like to schedule a call, video conference or meeting to discuss your needs and the services that HTG offers.

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