Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Wealth Strategy Associate
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
Designations and education
Wealth Strategy Associate
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
Designations and education
Client Associate
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
Designations and Education
Client Associate
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
Designations and Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
