The CSI Team

Allison Sullivan Black
Client Relations Director

Allison has almost 15 years of experience helping high net worth clients and their families improve their lives through financial planning. Allison started her career in the Chicago area at Salomon Smith Barney and continued with the firm for another five years in New York City as a key member of a portfolio management group with over $500M in client assets. Prior to joining CSI, Allison enjoyed overseeing client relations for Tamalpais Wealth Advisors. Ms. Black received her B.A. from Winona State University in Minnesota in History and Philosophy. She has a Graduate certificate in Financial Planning from Golden Gate University and is a Registered Investment Advisor Representative (NASD Series 65). Allison lives in Marin County with her husband Sam and two young children.