Plum Street Advisors, LLC

Alisa Skatrud is a CFP® and CFA® professional with five years of industry experience. She has been with Plum Street Advisors, LLC since 2020. Her prior roles include positions at the Sawyer Business School and the Shriver Center at the University of Massachusetts Medical School, as well as periods of retirement and volunteer work. Plum Street Advisors is a boutique wealth management firm serving individuals, high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process focused on strategic asset allocation, low-cost funds, active rebalancing, and tax-aware management, combining individual wealth management with institutional retirement-plan advisory services.

James Osborn is a CFP® certificant and holds a Series 65 license with 13 years of industry experience. He has been with Plum Street Advisors, LLC since 2016, following a one-year sabbatical. Plum Street Advisors is a boutique wealth management firm managing approximately $360 million for individuals, including high-net-worth clients, and charitable organizations. The firm employs a goals-based investment process centered on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, serving both retail investors and retirement-plan sponsors.

David Dirks is a financial advisor at Plum Street Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mellon Capital Management Corporation, The Bank of New York Mellon, and MBSC Securities Corporation prior to joining Plum Street Advisors in 2016. Plum Street Advisors is a boutique wealth management firm managing approximately $360 million for individuals, high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process focused on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, and it combines individual wealth management with institutional retirement-plan consulting.

Christophe Cadiou is a financial advisor at Plum Street Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Plum Street Advisors in 2024, he spent ten years at PricewaterhouseCoopers LLP and retired briefly from 2022 to 2023. Plum Street Advisors is a boutique wealth management firm serving individuals, including high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process centered on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, and utilizes third-party quantitative model platforms as part of its separately managed account solutions.

Andrew Pellegrino is a CFP® professional with 17 years of industry experience, currently serving at Plum Street Advisors, LLC. His prior roles include positions at AMG Distributors, Inc. and First Quadrant, as well as experience as an independent business development consultant. Outside of advisory work, he is involved in business development consulting for SAVVY Labs Inc. Plum Street Advisors is a boutique wealth management firm managing approximately $360 million for individuals, high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process centered on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, incorporating third-party quantitative model platforms in its separately managed solutions.