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Allisha Curtis

Wealth Advisor

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About

Allisha has worked in the investment industry since 1993. She joined THOR in 2005. She spent the first part of her career at THOR as an investment research analyst, focusing on doing investment research and serving on THOR’s Investment Committee.  Currently, as a Wealth Advisor at THOR, Allisha is responsible for portfolio management, financial planning and relationship management. She is also the key point person responsible for THOR’s business partnership with Charles Schwab’s Advisor Network (SAN) program.

Outside of her professional and community involvement, Allisha enjoys gardening, reading, staying active and spending time with her family. She enjoys taking a variety of exercise classes and during the cold weather season, she plays on a platform tennis (paddle tennis) team. She is currently working on a rose garden project and reading as much as she can about successfully growing hybrid tea roses.

Relevant Work Experience

  • Fidelity Investments
  • Charles Schwab Co.

Education

  • Miami University, Bachelor of Arts in Industrial/Organizational Psychology
  • Xavier University, M.B.A.

Community Involvement

  • The Glendale Lyceum-Board of Directors, Treasurer
  • The Village Gardeners of Glendale-Past Board Member