Allie Specht

data management associate

Allie joined the CCMI team in 2024. As a data management associate, she provides direct support to advisors and clients in the area of portfolio and systems data management, is involved in ongoing internal and client-related projects, and communicates with clients and advisors on follow-up action items.

Allie received a bachelor’s degree in kinesiology with a minor in chemistry from The College of William and Mary. She was a member of the school’s lacrosse team and has stayed involved with the sport through coaching at various levels.

Allie is originally from the Cincinnati area. Before joining CCMI, she worked in data analytics for an apparel company out of Jacksonville Beach, FL.

“The CCMI team is a great one to be a part of and I enjoy providing great service to our clients.”

Blogs by
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