Alison Cefalu, Baird Family Wealth Specialist

Alison serves as a Family Wealth Specialist at Baird, where she plays a strategic role in supporting the firm’s multigenerational wealth initiatives. She partners closely with the Directors of Baird Family Wealth to drive committee objectives, evolve service models, and deliver impactful communication with our clients.

Alison leads the coordination and execution of key meetings, including regional events and workshops, ensuring agendas are thoughtfully developed and aligned with client needs. She is also responsible for prioritizing data driven activities and leads the coordination with key external strategic partners.

Prior to joining Baird, Alison held roles at Capture Sports Marketing and Godfrey & Kahn, S.C., where she specialized in high-touch client engagement, strategic communications, and event management. Her experience in these roles honed her ability to deliver meaningful experiences and build lasting relationships—skills she now brings to her work with advisors and families navigating complex wealth planning.

Alison is based in Milwaukee and is known for her collaborative approach, attention to detail, and commitment to helping families thrive across generations.