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
-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.
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
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.
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 Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Client Associate
Client Associate
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.
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.
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