Alison Rosenzweig, CFA

Managing Director and Head of Credit Investments

Alison is a Managing Director and Head of Credit investments for Truvvo as well as a member of the Investment Committee. Alison has a depth of experience and knowledge across all types of credit investments in the wealth management arena and provides our clients with the ability to thoughtfully understand the tradeoffs across the spectrum of credit risk. In addition, she serves as a portfolio manager for clients across asset classes to help implement tailored investment programs.  Her experience in portfolio construction, liquidity analysis, and risk management are instrumental in working with clients towards achieving their specific goals.

Prior to Truvvo, Alison was a Managing Director at Angelo, Gordon Advisors, LLC where she launched and managed an absolute return fund of hedge funds vehicle, with an emphasis on credit oriented strategies, for over six years.

Before Angelo, Gordon Advisors, she was the Director of Manager Research at Discovery Capital Management, a family office fund-of-funds where she was responsible for sourcing, evaluating, and monitoring hedge fund strategies.

Alison began her career in management consulting with Oliver, Wyman & Company before moving into investment management at Wells Fargo Bank where she was a high yield analyst and bond trader for the bank’s proprietary account. After Wells Fargo, she joined and led product development in alternative investments, including the industry’s first internet-based fund-of-funds search platform.

She holds a BS, summa cum laude, from the Wharton School at the University of Pennsylvania and an MBA from Harvard Business School. Alison is also a CFA® charterholder.

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