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Veronica Garabelli// July 11, 2018//
Allison Felix has been promoted to president and principal of Cassaday & Co. Inc., a McLean-based wealth management firm.
Stephan Cassaday, firm’s founder and current president, will transition to chairman while remaining CEO.
Felix will retain her responsibilities as the firm’s chief operating officer. She joins current principals Christopher Krell, Justin Harris, and Christopher Young as a shareholder of the firm.
“Allison’s skilled leadership has been key to our recognition as a preferred workplace for top industry talent as well as our perennial selection as one of the nation’s top wealth management firms,” Stephan Cassaday said in a statement announcing the promotion.
Felix joined Cassaday & Co. in 2001 as an executive assistant. She later became director of business management.
After earning an MBA in 2011, she became the firm’s first COO.
The firm noted that only 16 percent of wealth management partners are women. Six of the Cassaday & Co.’s eight department heads are female.
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