Passion. Experience. Diligence. Innovation.

Since 2001, Allan Rayson has spent his career in banking and fintech. Learning how things work in those unique spaces, getting connected to those that make things happen and experiencing the challenges those in the space deal with every day.

Technology is changing banking and vice versa. This makes Allan eager to cultivate his own practice, one that would effectively intersect his expertise with his respective interests. Allan believes that what creates an idea and what makes a financial services business thrive is the passion that drives it. Choosing to specialize in a field means that you are completely devoted to it; that you will protect it as if it were your own. That is the energy that sets Allan apart.

Get to know Allan and our advisor network.