Managing Director–Wealth Management
Private Wealth Advisor
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
Credentials
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Guiding families with experience, perspective, and market insights
Miguel has more than three decades of experience in the financial services industry. For the last 11 years, Miguel has advised families on how to navigate the complex issues of wealth — from investing through market cycles, to how best to transfer assets to the next generation, to the challenge of instilling lasting family values.
“Every family is different but there are often common challenges — it's very rewarding to be able to share thoughtful strategies that make a real difference in our clients' lives.”
Miguel drives our group's macro outlook and investment strategy. He also advises clients on estate planning strategies and philanthropic endeavors.
Experience
Credentials
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Providing thoughtful advice and tailored solutions
Jordan has 13 years of experience working with wealthy families and institutions. He provides holistic wealth management advice helping clients integrate investments with credit and wealth planning solutions.
Experience
Credentials
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
Providing thoughtful advice and tailored solutions
David has 12 years of experience providing wealth management and investment advice to clients in the financial services, technology and media industries. His areas of focus include managing multi-asset class portfolios, tax-aware investing, advising on trust and estate planning strategies, pre-transaction planning, and wealth structuring.
Experience
Credentials
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Frank has seven years of experience in the investments industry. He is responsible for trade execution, client service, manager search and selection, portfolio construction, and team operations.
Experience
Credentials
Life
Client Associate
Eliza has been working with ultra high net worth families for five years. She is responsible for client service, trade execution, on-boarding, account maintenance and team administration.
Experience
Credentials
Client Associate
Jess is a client service associate responsible for account maintenance, client on-boarding, team administration, and supporting private wealth advisors with client relationship management.
Experience
Credentials