Carl is co-founder of Aloupis - Moore Wealth Management.  Now in his 18th year in the financial services industry, Carl has focused the majority of his career managing the unique needs of high net worth investors. His specialties include but are not limited to:  Retirement and income planning, estate planning, risk mitigation, and portfolio management.  Carl will partner with you as your financial needs evolve to help you customize and develop strategies to best meet your personal needs. 

He received his Bachelor of Arts degree from Framingham State University and graduated cum laude. Carl and his wife Margaret reside in Shrewsbury, Massachusetts with their two children. He enjoys tennis, history, astronomy, and spending time with his family.

Registered States:
CA, CT, DC, DE, FL, IL, KS, MA, ME, MN, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA

Jonathan G. Moore, CFP® is co-founder of Aloupis - Moore Wealth Management.  Like many people, Jon has personal experience with financial hardship. He
believes that regardless of anyone’s stage in life, everyone can benefit from a relationship with an
experienced financial planner. Jon guides others towards better financial futures by identifying and
closing planning gaps and helping people avoid financial missteps, while holding them accountable
to their best financial intentions.
Now entering his 17th year in financial services, Jon is an experienced Certified Financial Planner™,
fiduciary, and portfolio manager. Prior to the start of his time at UBS Wealth Management in 2014,
Jon worked for over a decade within the Private Client Group at Fidelity Investments in Boston, MA.
Jon was educated in New England, first earning his degree in Social & Behavioral Sciences at The
University of Massachusetts, Amherst. Following his undergraduate studies, Jon attended Clark
University (Worcester, MA) where he earned his MBA in Finance & Management.
Jon is the Vice Chairman of the Finance Committee for the Town of Ashland, MA, as well as a
volunteer course facilitator for the Boston Bar Association’s Ellen M. Carpenter Financial Literacy
Program. In his spare time he enjoys golf, movies, and time with his family. Jon and his wife
Megan are currently raising their two children in Ashland, MA.

Registered States:
CA, CT, DC, DE, FL, IL, KS, MA, ME, MN, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA

Kate joined UBS in 2017 and brings 12 years of experience in the financial services industry. Kate is dedicated to providing our select clientele exceptional service, focusing on the business operational support, generating reports and proposals, and enhancing practice management.

Outside of work, Kate enjoys cooking, traveling and spending time with her family.

Kate holds a BS in Business Management and Accounting from Westfield State University. She and her husband Kevin reside in Holliston, Massachusetts with their two young daughters.

Registered States:
CA, FL, MA, ME, NY, TX

Registered States:
MA