Alissa Gilbert

Assistant Vice President, Compliance Analyst

Alissa joined FPA in 2012. She reports to the CCO and is responsible to review portfolio transaction activity.  Alissa monitors trade aggregation and allocation, as well as commission use. In addition she reviews valuation and account performance.  Prior to joining FPA, Alissa worked at Analytic Investors and Coast Asset Management.  She earned a Bachelor’s degree from Wellesley and a Masters in Business Administration from Pepperdine.