Ally Ylo handles the implementation of financial decisions for RIS clients, from drafting trades to updating to investment plans. As an Investment Analyst, she works closely with Pam and Brock’s clients to answer their investment questions, manage their portfolios and allocations, and execute their trades.
Ally is an avid baker—she’s universally appreciated in the RIS office for her emails announcing that she’s brought cookies to work—and her favorite spot in Ann Arbor is the intersection between Main and Liberty, particularly in the winter when all the lights are up and there’s a light dusting of snow.
BS, Purdue University
Financial Counseling and Planning Major and Management Minor