Allison Mortensen, CFA is the Head of Multi-Asset Solutions at Hartford Funds where she is the portfolio manager for over $4.5 billion in target risk mutual funds and college savings 529 plans. Previously, she was a Vice President in quantitative investment research at Morgan Stanley Investment Management.

In addition to Allison’s institutional asset management experience, Allison has been active with REF for the past few years. She has also served on the executive committee of the Radnor Elementary PTO as Vice President and Secretary. In addition, she also serves on the Ms. Foundation for Women Investment Committee.

Allison graduated magna cum laude from the University of Richmond where she received a Bachelor of Science degree in Finance with a minor in Computer Science. Allison enjoys travelling and has been to over 35 countries on six continents. She resides in Bryn Mawr with her husband and twins who attend Radnor Middle School.