Always thinking forward

Private Wealth Management

Buildings

Critical thinkers. Powerful voices.

At Alignment Partners, we‘ve purposely built a diverse team of Private Wealth Advisors across industry experience, backgrounds, credentials and passions. That diversity of knowledge and perspective provides our successful clients—leaders in finance, founders of great companies and exceptional women—with the power to make informed decisions for their families. And yet we are also of one mind— in fact, in complete alignment—when it comes to our commitment to you, to sit on the same side of the table and to put your interests first. Above all, we strive every day to provide uncompromising service paired with transparent, thoughtful and unbiased advice.

New ideas. Holistic approaches.
As a group of forward-thinkers, we understand the value of bringing discipline to your financial world and applying innovative approaches to solve the complex issues that often accompany substantial wealth. Most importantly, whatever your objectives or the challenges you face, you‘ll find our team to be completely energized with new ideas, holistic approaches and solutions that are creatively designed and strategically managed. Each recommendation we make is tailored exactly for you, your priorities and the goals that matter.

UBS Private Wealth Management

A world of access and opportunity
Thoughtful wealth structuring and investment management will always be fundamental to our practice, given the depth of our capital markets knowledge and experience. The current environment and the ambitions of our sophisticated clients require us to have that edge. But we are also a team of advisors within a global firm that truly focuses on serving the needs of the world's most exceptional families. To us, it's that level of access, intelligence and engagement that can help you pursue your broader financial goals.

Through the exclusive UBS Private Wealth Management division, our team has access to the full depth and breadth of UBS resources and expertise:

UBS Global Family Office

Advanced planning

Family and philanthropy advisory

Exec at window

Disciplined advice for stewards of capital

Architect

Business transition planning for entrepreneurs

Woman architect

Empowering a community of confident women

Leadership defined

  • Alli McCartney

    Alli McCartney

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    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.

     

    “I am impassioned by the intimate and mutually beneficial relationships and history I’ve built with many of my clients and the ability we have to impact their lives, their children and their dreams.”

     

    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

    • 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.
    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
      alli.mccartney@ubs.com
      Alli McCartney
      1285 Avenue Of The Americas,New York,NY,10019
    cover art of women's document

    Women, wealth and well-being

    The challenges women breadwinners face embracing their financial clout

    Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

    We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

    Download the report

    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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