Always thinking forward

Private Wealth Management

Critical thinkers. Powerful voices.

At Alignment Partners, we‘ve purposely built a diverse team 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:

Business Owner in entryway

Advice for business owners & entrepreneurs

Helping women take charge

Advanced planning

Father and daughter hiking in fields

Navigating opportunities across your enterprise

family on beach

Creating a legacy for your family’s future

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

Our perspectives

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
    • OR
    • 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, 2024, 2025The 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, 2024, 2025The 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, 2024, 2025The 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
    • Feit

      Brandon Feit, CFP

      Authorized Officer

      Senior Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • IL
      • IN
      • KY
      • 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

      As a Senior Wealth Strategy Associate, Brandon is primarily responsible for the management of investment and business operations of the Alignment Partners. He helps Alli to build and deepen relationships by providing exceptional Private Wealth Management services and solutions. His top priority is to utilize our financial planning tools to deliver a white-glove experience.

      Prior to joining the Alignment Partners, Brandon was a financial advisor with the UBS Wealth Advice Center. On a daily basis, he was dedicated to providing the highest quality investment and financial planning advice and guidance to clients.


      Experience
      -Financial Advisor, UBS Wealth Advice Center
       
      Credentials
      -Series 7 and 66 securities licenses
      -CERTIFIED FINANCIAL PLANNER™
      -NY Life/Accident & Health Insurance Agent
      -B.B.A., Stephen M. Ross School of Business, University of Michigan
       
      Life
      -Brandon currently resides in New York City with his wife, Hayley.
      -His philanthropic pursuits include supporting his synagogue and the Arms Wide Open Childhood Cancer Foundation.
      -In his free time, he enjoys traveling, playing golf, and is an avid fan of the New York Yankees.

            1285 Avenue Of The Americas
            New York, NY 10019
            brandon.feit@ubs.com
            Brandon Feit, CFP
            1285 Avenue Of The Americas,New York,NY,10019
          • Erin

            Erin Coleman

            Client Associate

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                    1285 Avenue Of The Americas
                    New York, NY 10019
                    erin.coleman@ubs.com
                    Erin Coleman
                    1285 Avenue Of The Americas,New York,NY,10019
                  • Andrea Sanft

                    Andrea Sanft

                    Executive Director

                    Senior Wealth Strategist

                    Andrea works with ultra-high net worth clients of UBS and their financial advisors on issues involving domestic and international estate and tax planning, business succession, wealth transfer, international cross border issues and philanthropic objectives. She focuses on developing and helping clients implement comprehensive strategies to facilitate the preservation, transfer, and management of wealth. Andrea performs thorough reviews of clients' estate planning documents to ensure that each plan accurately reflects the family's goals and objectives in a tax-efficient manner.

                    Prior to joining UBS in March of 2024, Andrea was a senior wealth strategist for Morgan Stanley Private Wealth Management. Prior to that, she practiced law in the Private Client department of Paul, Weiss, Rifkind, Wharton and Garrison, LLP for over 15 years.

                    Education
                    Andrea has an LL.M. in Tax from Boston University and J.D. from St. John’s University School of Law.
                  • Mark Tepsich

                    Executive Director

                    Family Office Design & Governance Strategist

                    Professional History
                    Mark joined UBS as the Family Office Design and Governance Specialist in the Family Office Solutions (FOS) team within Private Wealth Management. The Family Office Solutions team holistically serves $100m+ clients and family offices in partnership with Private Wealth Advisors. In his role, Mark provides guidance on the family office space and is a thought-partner to families with significant wealth. He advises families across the Americas on family office design, structure, governance and operational best practices.

                    Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm. Here, he built the firms family office platform, which included designing the infrastructure, services, tech solutions and vetted third party professionals such as law and tax advisory firms. He also counseled families on their family office structuring, tax, estate planning, philanthropy and family governance initiatives. He advised several families on liquidity event planning as part of the sale of their operating business.

                    Prior to joining the investment advisory firm, Mark spent a decade at a large single-family office where he served as General Counsel to a dynastic, multi- generational family. Here, he advised on family office structuring, governance design, personal, estate and income tax issues, as well as business formation and operations, investment due diligence and real estate development. He also counseled the family on the sale of their publicly traded real estate company to Brookfield Asset Management. Mark serves as a trustee and Chair of the Governance Committee at the Lillian and Betty Ratner School in Cleveland, Ohio

                    Education
                    Mark received a B.S.E. from Kent State University in 2004 and his J.D. from Case Western Reserve University in 2010. He holds his Series 65, 63 and Series 7 licenses.
                  • Mike Maquet, Global Family & Institutional Wealth Americas

                    Managing Director

                    Relationship Manager

                    Responsibilities & Professional History
                    Michael is a GFIW-A Relationship Manager for the UBS Global Family & Institutional Wealth (GFIW) Group in the Americas. He focuses on creating customized coverage models and providing tailored solutions from across the firm to sophisticated Family Office clients.

                    Prior to joining UBS, Michael was CEO of WPS Advisors, a family office investment manager. Previously he was CEO of W.P. Stewart & Co, a publicly­traded asset management firm which was acquired by AllianceBernstein. This came after a number of leadership roles at investment management organizations including Prudential Financial, New York Life Investment Management and Drake Global Management, a large global macro hedge fund. Michael began his career in the fixed income capital markets divisions of JPMorgan and Merrill Lynch. His experience includes long-only and hedge fund strategies across fixed income, fundamental equity, quantitative equity and global macro. He has led both investment, as well as distribution teams.

                    Education
                    Michael graduated from The University of Virginia with degrees in Economics and French Language & Literature. He is the Chairman of the Board of The College Foundation at The University of Virginia. He and his wife live in New Jersey and have four grown children.
                  • Matthew Morris, CFA

                    Executive Director

                    Head, Portfolio Advisory Group Midwest, New York and Northeast Division

                    Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
                  • Julie Binder Photo

                    Julie Binder

                    Executive Director

                    Senior Strategist - Family Advisory and Philanthropy Services

                    Professional history
                    As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

                    Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

                    Education
                    Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
                  • Brian Hans

                    Executive Director

                    Head, Tax Efficiency Planning Strategist

                    Introduction
                    Brian works with ultra-high net worth clients to help coordinate their tax planning with a particular focus on cross-border strategies and income tax planning. He has extensive expertise and experience with developing tax efficient strategies for U.S. and non-U.S. based investing, pre-immigration tax planning, and structuring family offices. Brian is also a Specialist for the Family Office Solutions (FOS) team which holistically serves $100 million+ clients and family offices in partnership with Private Wealth Advisors.

                    Professional History
                    Before joining UBS, Brian was in private practice as Counsel at the international law firm Winston & Strawn and prior to that as a member of the Private Client Department at Arnold & Porter. Brian also previously served as a trial attorney for the Office of Chief Counsel to the Internal Revenue Service where he litigated and advised the IRS regarding issues of domestic and international estate planning and income tax issues.

                    Education
                    Brian received his Bachelor of Business Administration from Hofstra University in 2004. He received his J.D., cum laude, from Hofstra University in 2008, where he was a member of the National Moot Court Team and the Tax Law Society. Brian received his L.L.M. in Taxation from New York University School of Law in 2009.

                  Advice is our craft.

                  Learn more about our team and the capabilities that we can provide for you.

                  1285 Avenue Of The Americas
                  New York, NY 10019

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $6 trn

                  UBS Group invested assets
                  As of 12/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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