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
  • CO
  • CT
  • FL
  • HI
  • MA
  • MD
  • NC
  • NY
  • OH
  • OR
  • PA
  • TX
  • VA

Education

  • Bachelor of Arts, Barnard College, Columbia University

Credentials

  • Chartered Financial Analyst®
  • Senior Portfolio Manager

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

Financial planning
Philanthropy
Investing
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

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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