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
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    • CA
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    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
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    • 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, 2021, 2022The 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, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022The 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
    • Miguel Hennessy

      Miguel Hennessy

      Managing Director–Wealth Management

      Private Wealth Advisor

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

      Guiding families with experience, perspective, and market insights
      Miguel has more than three decades of experience in the financial services industry.  For the last 11 years, Miguel has advised families on how to navigate the complex issues of wealth — from investing through market cycles, to how best to transfer assets to the next generation, to the challenge of instilling lasting family values.

      “Every family is different but there are often common challenges — it's very rewarding to be able to share thoughtful strategies that make a real difference in our clients' lives.”

      Miguel drives our group's macro outlook and investment strategy.  He also advises clients on estate planning strategies and philanthropic endeavors.

      Experience

      • Executive Director, J.P. Morgan Private Bank
      • Head of Trading, Capital Counsel
      • CEO, Latin Valley private equity
      • Executive Director, Morgan Stanley (London)

      Credentials

      • M.B.A., finance from Wharton
      • B.S., Georgetown University, School of Foreign Service
      • Series 7, 66, 63 and 24 securities licenses

      Life

      • Miguel lives with his wife and children on the Upper East Side.
      • He supports Ongoza, a charitable foundation helping to accelerate entrepreneurship in Kenya.
      • Miguel is a member of the Economic Club of New York.
      • Forbes Best-in-State Wealth Advisors, 2022The 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.

        • Private Wealth Advisor
        1285 Avenue Of The Americas
        New York, NY 10019
      • Jordan Mahaffey

        Jordan Mahaffey, CFA, CAIA

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WY

        Providing thoughtful advice and tailored solutions
        Jordan has 13 years of experience working with wealthy families and institutions.  He provides holistic wealth management advice helping clients integrate investments with credit and wealth planning solutions.

        Experience

        • Vice President, J.P. Morgan Private Bank
        • Senior Investment Analyst, Merrill Lynch Private Banking and Investment Group

        Credentials

        • Portfolio Manager, UBS Portfolio Management Program
        • M.B.A., Duke University
        • B.S., economics, Duke University
        • CFA charterholder
        • Series 7, 65, 66 and 3 securities licenses 

        Life

        • Jordan lives on the Lower East Side.
        • He enjoys science, quantitative endeavors and adventure travel.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.

          • Private Wealth Advisor
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Alternative Investment Analyst®
          • Portfolio Manager
          1285 Avenue Of The Americas
          New York, NY 10019
        • David Wardrop

          David Wardrop, CFA

          Senior Vice President–Wealth Management

          Private Wealth Advisor

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

          Providing thoughtful advice and tailored solutions
          David has 12 years of experience providing wealth management and investment advice to clients in the financial services, technology and media industries.  His areas of focus include managing multi-asset class portfolios, tax-aware investing, advising on trust and estate planning strategies, pre-transaction planning, and wealth structuring.

          Experience

          • Vice President, J.P. Morgan Private Bank
          • Senior Investment Analyst, Merrill Lynch Private Banking and Investment Group

          Credentials

          • Senior Portfolio Manager, UBS Portfolio Management Program
          • B.S., economics and journalism, Northwestern University
          • CFA charterholder
          • Series 7, 65 and 66 securities licenses 

          Life

          • David lives with his wife in the West Village.
          • He is a foodie and can often be found enjoying a meal at the James Beard House.
          • He supports philanthropic organizations that protect children, animals and the environment.
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes Best-in-State Wealth Advisors, 2022The 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.

            • Private Wealth Advisor
            • Chartered Financial Analyst®
            • Senior Portfolio Manager
            1285 Avenue Of The Americas
            New York, NY 10019
          • Frank Walter

            Frank Walter

            Vice President–Wealth Management

            Financial Advisor

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            • DC
            • DE
            • FL
            • GA
            • HI
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            • IN
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            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • PA
            • RI
            • SC
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            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WY

            Frank has seven years of experience in the investments industry.  He is responsible for trade execution, client service, manager search and selection, portfolio construction, and team operations.

            Experience

            • Investment Professional, J.P. Morgan Private Bank
            • Investment Analyst, Drexel University Endowment Fund

            Credentials

            • B.S., finance, Drexel University
            • Series 7, 63 and 65 securities licenses 

            Life

            • Frank lives in the East Village.
            • He is an active member and on the junior board for the New York Common Pantry.

                  1285 Avenue Of The Americas
                  New York, NY 10019
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                  Eliza Luch

                  Client Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • IL
                  • IN
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • PA
                  • RI
                  • SC
                  • SD
                  • TX
                  • UT
                  • VA
                  • WA
                  • WY

                  Eliza has been working with ultra high net worth families for five years.  She is responsible for client service, trade execution, on-boarding, account maintenance and team administration.

                  Experience

                  • Senior Registered Client Service Associate, Merrill Lynch
                  • Associate, The Bank of New York Mellon
                  • Sales Associate, OTC Markets Group

                  Credentials

                  • B.S., finance, Rutgers
                  • Series 7 and 66 securities licenses

                        1285 Avenue Of The Americas
                        New York, NY 10019

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