Alison Levitt Joins Wallick Investments as Compliance Analyst

Wallick Investments, LLC, announced that Alison Levitt has joined the firm as a compliance analyst. Alison brings extensive experience in education and corporate management, and her primary responsibilities will include assessment, system strategies and compliance support for Chief Compliance Officer Daniel Wallick.

Levitt holds a master’s degree in natural sciences from the University of South Carolina and a bachelor’s degree in elementary education from the College of Charleston. She began her career as a classroom teacher and instructional specialist before joining NWEA, an assessment division of HMH. During her tenure with NWEA, she held roles including senior professional development consultant, account manager, senior director of strategic accounts and vice president of national accounts, serving private, parochial and charter schools. 

Levitt’s corporate achievements, project management experience and alignment with faith-consistent investing support her transition into registered investment adviser compliance.  

Established in 2005, Wallick Investments is a registered investment adviser specializing in faith-consistent, factor-based investing. The firm provides investment advisory and asset management services to select individuals, institutions, and other nonaffiliated advisers through direct client relationships with Wallick Investments.