Let's move forward. Together.

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What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mark Alibrandi

    Mark Alibrandi

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • LA
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT

      • Northeastern University, Bachelor of Science in Finance
      • Certified Private Wealth Advisor®
      • Certified Investment Management Analyst®
      One Post Office Sq.
      35th Floor
      Boston, MA 02109
      mark.alibrandi@ubs.com
      Mark Alibrandi
      One Post Office Sq.,Boston,MA,02109
    • Steve Alibrandi

      Stephen Alibrandi

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • MA
      • MD
      • ME
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • PR
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY

      Stephen Alibrandi is a Financial Advisor and has been a member of Alibrandi Wealth Management since 2019. Stephen joined UBS from First Republic Investment Management in 2023 where he had served as a Vice President and Wealth Manager. Prior to his role at First Republic, Stephen spent 6 years at MFS Investment Management as an Investment Product Analyst and Internal Wholesaler. He has earned the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute in conjunction with the Yale School of Management. Stephen holds his Bachelor of Arts degree in Economics from Boston College and his Masters in Business Administration in Finance from the Franklin W. Olin Graduate School of Business at Babson College.

       

       

            One Post Office Sq.
            35th Floor
            Boston, MA 02109
            stephen.alibrandi@ubs.com
            Stephen Alibrandi
            One Post Office Sq.,Boston,MA,02109
          • Mary Johnson

            Mary Johnson

            Director

            Team Administrator

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            • CA
            • MA
            • ME
            • OH

            Mary Johnson serves as Team Administrator for Alibrandi Wealth Management overseeing the overall client experience. Mary has over 30 years of experience in the financial services industry. She joined UBS from First Republic Investment Management in 2023 where she had served as a Client Relations Analyst and Director. Mary joined Alibrandi Wealth Management in 2014.

            Prior to her role at First Republic, Mary spent 9 years at Coastal Capital Group, LLC, an independent wealth management firm first as Head of Operations and Client Account Administration and then as a Planning and Service/Relationship Coordinator. She previously served as a Client Service Associate at Morgan Stanley and began her career at Fidelity Investments as a Retirement Plan Account Manager and a Senior Proposal Analyst.

            Mary has earned the Chartered Retirement Planning Counselor® designation from the College of Financial Planning, has participated in the Ritz Carlton Leadership Center’s Legendary Service Program, and achieved a Continuing Education Certificate in Human Resources from Bentley University. Mary is a graduate of the University of New Hampshire where she attained a Bachelor of Science degree in Business Administration.

                  One Post Office Sq.
                  35th Floor
                  Boston, MA 02109
                  mary.johnson@ubs.com
                  Mary Johnson
                  One Post Office Sq.,Boston,MA,02109
                • Joseph Alibrandi

                  Joseph Alibrandi

                  Senior Wealth Strategy Associate

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                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • LA
                  • MA
                  • MD
                  • ME
                  • MN
                  • MT
                  • NC
                  • ND
                  • NE
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • PR
                  • RI
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • VT
                  • WA
                  • WI
                  • WV
                  • WY

                  Joseph Alibrandi is a Senior Wealth Strategy Associate and has been a member of Alibrandi Wealth Management since 2018. Joseph joined UBS from First Republic in 2023. Prior to joining First Republic, Joseph served as a Regional Sales Representative at MFS Investment Management and began his career as a Mutual Fund Service Representative with Eaton Vance Investment Management. Joseph is a graduate of Fairfield University.

                        One Post Office Sq.
                        35th Floor
                        Boston, MA 02109
                        joseph.alibrandi@ubs.com
                        Joseph Alibrandi
                        One Post Office Sq.,Boston,MA,02109
                      • Anna Alibrandi

                        Anna Alibrandi

                        Client Associate

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                          Anna Alibrandi serves as a Client Service Associate. Anna is responsible for day-to-day operations, administrative support, and assisting clients with their cash management, credit, and lending needs. Anna joined the team in 2021 after graduating from Fairfield University with a Bachelor of Science degree in Finance.

                           

                                One Post Office Sq.
                                35th Floor
                                Boston, MA 02109
                                anna.alibrandi@ubs.com
                                Anna Alibrandi
                                One Post Office Sq.,Boston,MA,02109

                              One relationship. All of Private Wealth Management.

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                              UBS Private Wealth Management

                              You. Connected.

                              There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

                              • Dreamers and doers
                              • Intellects and experts
                              • Planners and practitioners
                              They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

                              You. Connected.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $5.8+ trn

                              UBS Group invested assets
                              As of 03/31/2024

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a leading and truly global wealth manager

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