Always thinking forward

Private Wealth Management

Critical thinkers. Powerful voices.

At Alignment Partners, we‘ve purposely built a diverse team across industry experience, backgrounds, credentials and passions. That diversity of knowledge and perspective provides our successful clients—leaders in finance, founders of great companies and exceptional women—with the power to make informed decisions for their families. And yet we are also of one mind— in fact, in complete alignment—when it comes to our commitment to you, to sit on the same side of the table and to put your interests first. Above all, we strive every day to provide uncompromising service paired with transparent, thoughtful and unbiased advice.

New ideas. Holistic approaches.
As a group of forward-thinkers, we understand the value of bringing discipline to your financial world and applying innovative approaches to solve the complex issues that often accompany substantial wealth. Most importantly, whatever your objectives or the challenges you face, you‘ll find our team to be completely energized with new ideas, holistic approaches and solutions that are creatively designed and strategically managed. Each recommendation we make is tailored exactly for you, your priorities and the goals that matter.

UBS Private Wealth Management

A world of access and opportunity
Thoughtful wealth structuring and investment management will always be fundamental to our practice, given the depth of our capital markets knowledge and experience. The current environment and the ambitions of our sophisticated clients require us to have that edge. But we are also a team of advisors within a global firm that truly focuses on serving the needs of the world's most exceptional families. To us, it's that level of access, intelligence and engagement that can help you pursue your broader financial goals.

Through the exclusive UBS Private Wealth Management division, our team has access to the full depth and breadth of UBS resources and expertise:

Business Owner in entryway

Advice for business owners & entrepreneurs

Helping women take charge

Advanced planning

Father and daughter hiking in fields

Navigating opportunities across your enterprise

family on beach

Creating a legacy for your family’s future

cover art of women's document

Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

Our perspectives

Leadership defined

  • Alli McCartney

    Alli McCartney

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    Passionately committed to holistic advice, service and results
    As one of the Private Wealth Advisors with Alignment Partners, Alli provides customized, holistic wealth management advice and execution to a select group of sophisticated individuals and families. As the “face of her team,” Alli simply connects with clients personally and professionally. She is truly a relationship-builder whose service to clients goes above and beyond.

    “I am impassioned by the intimate and mutually beneficial relationships and history I’ve built with many of my clients and the ability we have to impact their lives, their children and their dreams.”

    While each member of Alignment Partners has their own areas of experience and focus, Alli brings her personal passions and insight to the team through her commitment to empowering women, as well as through Social Impact Investing and Philanthropic Advisory. From optimizing investment portfolios to engaging in the UBS Optimus Foundation and other innovative technologies in philanthropy, Alli strives to maximize families’ philanthropic giving, impact and legacy. Her advice and solutions are fully informed and enhanced by the unique perspective, structure and global reach of UBS, the only truly global wealth management firm.


    Experience
    -Managing Director, J.P. Morgan Private Bank
    -Structured Equity Sales (OTC derivatives, hedge funds), Lehman Brothers


    Credentials
    -Series 7, 65 and 66 securities licenses
    -M.B.A., finance, and international business, NYU School of Business
    -B.S., economics and Spanish, University of Michigan


    Life
    -Alli is a proud working mother of two boys.
    -She enjoys family, as well as the Spanish language, culture and music.
    -Alli is a truly consistent voice for women in business and life, girl empowerment and gender equality.
    -Her philanthropic pursuits reflect all of the above including support for Girl Rising and Friends of Hudson River Park.

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
      alli.mccartney@ubs.com
      Alli McCartney
      1285 Avenue Of The Americas,New York,NY,10019
    • Feit

      Brandon Feit

      Senior Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WY

      As a Senior Wealth Strategy Associate, Brandon is primarily responsible for the management of investment and business operations of the Alignment Partners. He helps Alli to build and deepen relationships by providing exceptional Private Wealth Management services and solutions. His top priority is to utilize our financial planning tools to deliver a white-glove experience.

      Prior to joining the Alignment Partners, Brandon was a financial advisor with the UBS Wealth Advice Center. On a daily basis, he was dedicated to providing the highest quality investment and financial planning advice and guidance to clients.


      Experience
      -Financial Advisor, UBS Wealth Advice Center
       
      Credentials
      -Series 7 and 66 securities licenses
      -CERTIFIED FINANCIAL PLANNER™
      -NY Life/Accident & Health Insurance Agent
      -B.B.A., Stephen M. Ross School of Business, University of Michigan
       
      Life
      -Brandon currently resides in New York City with his wife, Hayley.
      -His philanthropic pursuits include supporting his synagogue and the Arms Wide Open Childhood Cancer Foundation.
      -In his free time, he enjoys traveling, playing golf, and is an avid fan of the New York Yankees.

            1285 Avenue Of The Americas
            New York, NY 10019
            brandon.feit@ubs.com
            Brandon Feit
            1285 Avenue Of The Americas,New York,NY,10019
          • Erin

            Erin Coleman

            Client Associate

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                    1285 Avenue Of The Americas
                    New York, NY 10019
                    erin.coleman@ubs.com
                    Erin Coleman
                    1285 Avenue Of The Americas,New York,NY,10019

                  Advice is our craft.

                  Learn more about our team and the capabilities that we can provide for you.

                  1285 Avenue Of The Americas
                  New York, NY 10019

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $6 trn

                  UBS Group invested assets
                  As of 12/31/2024

                  51 countries

                  Our global footprint

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                  UBS is a leading and truly global wealth manager

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