How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

woman telescope

Alisa Jaffe, CFA

First Vice President–Wealth Management

Personal & Community

  • South Florida CFA Society
  • Institute of Chartered Financial Analysts
  • Age Group Competitive Triathlete
  • Ironman 70.3 Finisher
  • Marathon Runner
Registered States:
  • CA
  • CT
  • FL
  • HI
  • IL
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA


  • Bachelor of Arts, Barnard College, Columbia University


  • Chartered Financial Analyst®
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Alternative investments
Sustainable investing
Securities-backed lending
Women investors
Business Owners
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-1845

Email Me

Optimus Foundation

Optimus Foundation

Your life, wealth and future. UBS Wealth Way

Investment management

Investment management

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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