Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Carl Aloupis

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Now in his 25th year in the financial services industry, Carl seeks to support you across your multi-dimensional financial life: your family, your career, your business, and your legacy. He applies a conscientious approach to financial planning, risk mitigation, and comprehensive portfolio management.

Carl understands the balance of building capital while preserving hard-earned assets, and he believes the key components of a prosperous relationship are accessibility and tangibility.

In 2016 he and Jonathan G. Moore, CFP®, established Aloupis-Moore Wealth Management and, in 2022, they formed William Street Wealth Management Group.

With a meticulous and methodical approach, Carl evaluates purposeful strategies in relation to big-picture contexts for your current and future needs.

Carl is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA series 7, 63, 66, 9, and 10 securities licenses. He has mentored countless advisors in the New England region.

Prior to joining UBS, Carl spent nearly 14 years at Fidelity Investments and was a Vice President/Senior Account Executive in their Private Client Group. He graduated cum laude from Framingham State University (Framingham, MA).

Carl and his wife, Margaret, have two children and reside in Shrewsbury, MA. In his free time, Carl coaches his children's youth sports teams. He also enjoys golf, physical fitness, history, and spending time with his family.
- Framingham State University, Bachelor of Arts degree
- CERTIFIED FINANCIAL PLANNER
- Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481

carl.aloupis@ubs.com

Carl Aloupis

55 William Street,Wellesley,MA,02481
Jonathan Moore

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Jon is co-founder of Aloupis - Moore Wealth Management. He dedicates his time meeting with individuals, families and business owners; helping them craft their unique financial plans. Prior to joining UBS in 2014, Jon worked for over 10 years at Fidelity Investments. He was educated in Massachusetts, first graduating from UMass-Amherst followed by Clark University where he earned a Finance MBA. Jon and his wife Megan are currently raising their two children in Ashland, MA. Like many people, Jon belongs to a family that has experienced financial challenges, and that is why he embraced a career that allows him to help others plan for a better financial future. In his spare time Jon is a member of the Town of Ashland Finance Committee.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Massachusetts, Amherst, Social & Behavioral Sciences
- Clark University (Worcester, MA), MBA in Finance & Management
- CERTIFIED FINANCIAL PLANNER
- Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481

jonathan.moore@ubs.com

Jonathan Moore

55 William Street,Wellesley,MA,02481
Mia Scanlon

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
With a proactive service model that helps ensure consistency and efficiency, Mia works alongside the financial advisors to help implement and execute their client's financial plan.

Mia leverages the global resources of UBS for daily operations and service.

She resides in Boston, Massachusetts, and enjoys being outdoors.

Experience
- Joined UBS in 2021
Designations and education
- FINRA Series 7 and 66 securities licenses
- B.A. in English and in Writing, with a Marketing minor, from Loyola University Maryland (Baltimore, Maryland)
55 William Street
3rd Floor
Wellesley, MA 02481

mia.scanlon@ubs.com

Mia Scanlon

55 William Street,Wellesley,MA,02481
Namita Bhattacharya

Client Associate
View bio
Namita is responsible for assisting with daily operations, and she works with the team to help bring together their clients’ plans and vision for the future.

She resides in Boston, Massachusetts, and enjoys fitness, reading, and trying a new recipe in her free time.

Experience
- Joined UBS in 2026
Designations and Education
- Bachelor of Arts in History and American Studies, Colby College
55 William Street
3rd Floor
Wellesley, MA 02481

namita.bhattacharya@ubs.com

Namita Bhattacharya

55 William Street,Wellesley,MA,02481

Carl Aloupis

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Now in his 25th year in the financial services industry, Carl seeks to support you across your multi-dimensional financial life: your family, your career, your business, and your legacy. He applies a conscientious approach to financial planning, risk mitigation, and comprehensive portfolio management.

Carl understands the balance of building capital while preserving hard-earned assets, and he believes the key components of a prosperous relationship are accessibility and tangibility.

In 2016 he and Jonathan G. Moore, CFP®, established Aloupis-Moore Wealth Management and, in 2022, they formed William Street Wealth Management Group.

With a meticulous and methodical approach, Carl evaluates purposeful strategies in relation to big-picture contexts for your current and future needs.

Carl is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA series 7, 63, 66, 9, and 10 securities licenses. He has mentored countless advisors in the New England region.

Prior to joining UBS, Carl spent nearly 14 years at Fidelity Investments and was a Vice President/Senior Account Executive in their Private Client Group. He graduated cum laude from Framingham State University (Framingham, MA).

Carl and his wife, Margaret, have two children and reside in Shrewsbury, MA. In his free time, Carl coaches his children's youth sports teams. He also enjoys golf, physical fitness, history, and spending time with his family.
- Framingham State University, Bachelor of Arts degree
- CERTIFIED FINANCIAL PLANNER
- Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481

carl.aloupis@ubs.com

Carl Aloupis

55 William Street,Wellesley,MA,02481
Jonathan Moore

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Jon is co-founder of Aloupis - Moore Wealth Management. He dedicates his time meeting with individuals, families and business owners; helping them craft their unique financial plans. Prior to joining UBS in 2014, Jon worked for over 10 years at Fidelity Investments. He was educated in Massachusetts, first graduating from UMass-Amherst followed by Clark University where he earned a Finance MBA. Jon and his wife Megan are currently raising their two children in Ashland, MA. Like many people, Jon belongs to a family that has experienced financial challenges, and that is why he embraced a career that allows him to help others plan for a better financial future. In his spare time Jon is a member of the Town of Ashland Finance Committee.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Massachusetts, Amherst, Social & Behavioral Sciences
- Clark University (Worcester, MA), MBA in Finance & Management
- CERTIFIED FINANCIAL PLANNER
- Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481

jonathan.moore@ubs.com

Jonathan Moore

55 William Street,Wellesley,MA,02481
Mia Scanlon

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
With a proactive service model that helps ensure consistency and efficiency, Mia works alongside the financial advisors to help implement and execute their client's financial plan.

Mia leverages the global resources of UBS for daily operations and service.

She resides in Boston, Massachusetts, and enjoys being outdoors.

Experience
- Joined UBS in 2021
Designations and education
- FINRA Series 7 and 66 securities licenses
- B.A. in English and in Writing, with a Marketing minor, from Loyola University Maryland (Baltimore, Maryland)
55 William Street
3rd Floor
Wellesley, MA 02481

mia.scanlon@ubs.com

Mia Scanlon

55 William Street,Wellesley,MA,02481
Namita Bhattacharya

Client Associate
View bio
Namita is responsible for assisting with daily operations, and she works with the team to help bring together their clients’ plans and vision for the future.

She resides in Boston, Massachusetts, and enjoys fitness, reading, and trying a new recipe in her free time.

Experience
- Joined UBS in 2026
Designations and Education
- Bachelor of Arts in History and American Studies, Colby College
55 William Street
3rd Floor
Wellesley, MA 02481

namita.bhattacharya@ubs.com

Namita Bhattacharya

55 William Street,Wellesley,MA,02481

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Carl Aloupis

Jonathan Moore

Mia Scanlon

Namita Bhattacharya