A $2.7 billion RIA makes Allison Felix, 40, its president, after she started as an executive assistant out of college.

Allison Felix' rise to prominence was backed, in part, by CEO Steve Cassaday who paid for half of her MBA and sold her a minority stake

Author Brooke Southall September 13, 2018 at 2:32 PM

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Allison Felix proved herself the old-fashioned way to create a very modern result.

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