Alexis is a wealth management professional with UBS's Teixeira Loughran Group, where she advises entrepreneurs, successful female leaders, and next-generation clients on building and preserving wealth. She holds a CEPA® (Certified Exit Planning Advisor) designation and brings prior senior experience from Bridgewater Associates and Carta, where she served as Chief of Staff. She is the host of 'Dreaming Big with Alexis Allen' a podcast featuring the stories of female founders, and an active angel investor in diverse-led companies. Alexis is a graduate of Boston College and serves on leadership councils at the Robin Hood Foundation, Food Bank for NYC, Vital Voices Global Partnership, Tory Burch Foundation, and the Boston College Alumni Board of Directors.
Four versions of Alexis Allen’s card, each 1200×630 with her own portrait — pick the one that matches what you’re saying, download it, and attach it to your post. Tag Take The Lead with #PowerUp2026.
