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.

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

• Forbes Best-In-State Wealth Advisors, 2019
• Working Mother Magazine, 2018 Top Wealth Advisor Mom
• 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.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WY

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.

Miguel drives our group's macro outlook and investment strategy.  He also advises clients on estate planning strategies and philanthropic endeavors.

Experience

• Executive Director, J.P. Morgan Private Bank
• Head of Trading, Capital Counsel
• CEO, Latin Valley private equity
• Executive Director, Morgan Stanley (London)

Credentials

• M.B.A., finance from Wharton
• B.S., Georgetown University, School of Foreign Service
• Series 7, 66, 63 and 24 securities licenses

Life

• Miguel lives with his wife and children on the Upper East Side.
• He supports Ongoza, a charitable foundation helping to accelerate entrepreneurship in Kenya.
• Miguel is a member of the Economic Club of New York.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WY

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

• Vice President, J.P. Morgan Private Bank
• Senior Investment Analyst, Merrill Lynch Private Banking and Investment Group

Credentials

• UBS Top 35 Under 35, 2019
• Forbes America's Top Next- Generation Wealth Advisors, 2017, 2018
• Portfolio Manager, UBS Portfolio Management Program
• M.B.A., Duke University
• B.S., economics, Duke University
• CFA charterholder
• Series 7, 65, 66 and 3 securities licenses 

Life

• Jordan lives on the Lower East Side.
• He enjoys science, quantitative endeavors and adventure travel.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WY

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

• Vice President, J.P. Morgan Private Bank
• Senior Investment Analyst, Merrill Lynch Private Banking and Investment Group

Credentials

• UBS Top 35 Under 35, 2019
• Forbes America's Top Next- Generation Wealth Advisors, 2017, 2018
• Senior Portfolio Manager, UBS Portfolio Management Program
• B.S., economics and journalism, Northwestern University
• CFA charterholder
• Series 7, 65 and 66 securities licenses 

Life

• David lives with his wife in the West Village.
• He is a foodie and can often be found enjoying a meal at the James Beard House.
• He supports philanthropic organizations that protect children, animals and the environment.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WY

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

• Investment Professional, J.P. Morgan Private Bank
• Investment Analyst, Drexel University Endowment Fund
  
  

Credentials

• B.S., finance, Drexel University
• Series 7, 63 and 65 securities licenses 

Life

• Frank lives in the East Village.
• He is an active member and on the junior board for the New York Common Pantry.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WY

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

• Senior Registered Client Service Associate, Merrill Lynch
• Associate, The Bank of New York Mellon
• Sales Associate, OTC Markets Group
  
  

Credentials

• B.S., finance, Rutgers
• Series 7 and 66 securities licenses

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TX, UT, VA, WA, WY

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

• Summer Associate, UBS Private Wealth Management
• Summer Associate, Winged Keel

Credentials

• B.A., economics, Boston College
• Series 7 and 66 securities licenses