Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Alexander Victor Martinelli, CFP®
Alex Martinelli has advised hundreds of successful business owners and entrepreneurs, drawing on his experience in the fields of corporate and executive services. Over nearly two decades, Alex has created a unique service model that benefits significant shareholders of public and privately held companies. Alex began his career in 1996 with UBS Financial Services (UBS). He joined Credit Suisse in 2008 before returning to UBS in 2015. Following his lifelong passion for knowledge, Alex completed all the requirements to become a Certified Financial Planner™ in 2012. This included two years of coursework at Merrimack College followed by a rigorous 10-hour board approved examination. Alex is also a member of the UBS President's Council, distinguishing him as one of the firm's leading Financial Advisors. In 2019 and 2020 Alex was named to Forbes Magazine's list of America's Best-in-State Wealth Advisors.
Alex focuses on providing specialized support to shareholders who will receive cash or stock in the event of a corporate reorganization. He is able to navigate the discrete sale and distribution of blocks of stock, implement hedging and monetization structures, and craft conservative portfolio management strategies.
Outside the office, Alex combines competition and charity as a triathlete. In 2007 he competed in the Ford Ironman 70.3 World Championship, and he is a three-time Honorable Mention All-American in the sport. Alex raises money for cancer research as a member of The Leukemia & Lymphoma Society’s Team in Training. In addition, Alex supports science and technology through his sponsorship of the SEE Science Center in Manchester, N.H., as well as the N.H. High Tech Council.
Alex graduated from Boston University with a Bachelor of Arts degree in economics. He lives in Andover, Massachusetts with his wife and two daughters.
AZ, CA, CO, DC, FL, GA, IL, MA, ME, NC, NH, NV, NY, RI, TX, VA
Maria Aliferis has been delivering outstanding client service for nearly two decades and has worked closely with Alex Martinelli for fifteen years. Maria is well suited for delivering top results in the global economy, having studied international relations and business at Boston University. She also continued her education through programs at the world's top investment companies.
Maria works with our clients to anticipate their financial needs and facilitate them keeps her at the forefront of the market. She is experienced at leveraging operations in order to generate solutions for her clients, and her attention to details and efficient delivery of service set her apart.
Maria lives in Sudbury, Mass. with her husband and two sons. She is an advocate for Breast Cancer awareness, after losing her mother-in-law to the disease. She is also an organizer for Toys for Tots, which aims to make the holidays brighter for children in need.
AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, ME, MI, MO, NC, NH, NJ, NV, NY, OR, PA, RI, TX, VT, WA, WI, WV
Karen Carlin, CFP®,CEPA®
Karen Carlin is a well-respected financial planner who works with high net worth individuals to address their estate planning and succession planning needs. With twenty years of experience, Karen works with families and their advisors to make sure that their financial goals are met.
Karen is meticulous in her planning in order to ensure that her clients’ financial assets are protected through savvy risk management techniques and careful positioning. She frequently adjusts plans to account for market dynamics, and maintains on-going communication with her clients to ensure that their financial plan is always tailored to their current goals and ambitions.
Karen became a Certified Financial Planner™ in 1996 following extensive training and testing. She is a graduate of Boston University where she majored in business and finance.
Karen lives north of Boston. with her husband and daughter. She is a dedicated runner, and raises money for charities including the YMCA, American Cancer Society and the American Red Cross.