Ally entered the securities industry in 2012 as a research analyst with Fidelity Research & Management Company in Boston, Massachusetts. There, she provided research coverage on publicly traded media companies to Fidelity's mutual fund portfolio managers. In July, 2014, Ally left Fidelity to become associated with the Feinman Investment Group at RBC Wealth Management.
Here in our Chadds Ford office, Ally manages client and retirement plan relationships. Her investment responsibilities include equity and fixed income research, portfolio management, and trading. Ally also serves as a liaison with the firm’s wealth management planning specialists.
Ally passed the Series 7 and 66 exams. In 2016, Ally earned the CERTIFIED FINANCIAL PLANNER™ certification, conferred by the Certified Financial Planner Board of standards in the Unites States and by 25 other organizations affiliated with the Financial Planning Standards Board. She graduated Phi Beta Kappa from Northwestern University with a degree in economics in 2012.