Experience

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.

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.

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.

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.