Alyana C. Richardson

Alyana Richardson serves as an Institutional Reporting & Operations Associate at Goelzer Investment Management. She joined the firm in 2024 and has over 9 years of financial reporting and industry experience.

Alyana is an advocate for animal welfare and veteran organizations and dedicates her time outside of her career in supporting local Indiana organizations that focus on these causes. Throughout her professional career she has been a driving force for promoting community involvement through corporate-sponsorship and volunteerism.

Prior to joining Goelzer, Alyana was the Senior Associate of Technology & Philanthropy at Callan Capital. While there, she served as the lead IT specialist for advisors ensuring accurate reporting aggregation and risk analysis for investment performance including private equity. Prior to her IT role, Alyana assisted in the creation of complex comprehensive financial plans for ultra-high net worth individuals and families including 10b5-1 stock planning, estate plan reviews, and tax reviews.

Alyana earned a Bachelor of Science degree with a major in Financial Counseling and Planning from Purdue University.