Experience

Iracema Almeida is passionate about building meaningful relationships and helping clients feel confident and supported throughout their financial journey. She works closely with clients and their families to understand their goals, priorities, and concerns, striving to ensure that every aspect of their wealth management experience is thoughtful, personalized, and seamless.

As a Senior Wealth Strategy Associate, Iracema supports the development and implementation of comprehensive wealth management strategies, including investment analysis and financial planning, while leveraging the full breadth of UBS resources. She also oversees many of the team’s service and operational functions, with a focus on providing clients with responsive, efficient, and attentive support.

Known for her warm and approachable nature, Iracema treats clients like family and takes pride in developing lasting relationships built on trust and open communication. A natural problem solver, she enjoys helping clients navigate challenges and finding thoughtful solutions to their needs. Her commitment to excellence, attention to detail, and dedication to client service make her a valued resource for clients and the team.

Having joined UBS in 2008, Iracema brings extensive wealth management experience and a strong commitment to client service. She holds a Bachelor’s Degree in Economics and Psychology from Lehman College.

Outside the office, Iracema enjoys spending quality time with her young son and family. She is passionate about home decorating and renovation projects, traveling, and maintaining an active lifestyle. She is also a dedicated supporter of St. Jude Children’s Research Hospital and the Brain Tumor Association.

Iracema resides in Brewster, New York.

Series 7 and 66 

Life, Accident, and Health Insurance Licensed

With more than 25 years in the financial industry, Susan brings a wealth of experience to her role, but what she enjoys most is working with clients. She genuinely values the opportunity to get to know clients and their families over time and takes pride in providing personal, thoughtful service and being someone they know they can count on.

A graduate of Hofstra University, Susan lives in Pleasantville, New York, with her husband and two children. Outside of work, she enjoys cooking, home decorating, and traveling.

Ali brings a wealth of experience and a genuine passion for delivering client service. She earned her Bachelor of Science in Business Management from Sacred Heart University's Jack Welch College of Business in 2018. Following graduation, she began her career in corporate finance in New York City, working with several marketing agencies, where she developed a strong foundation in financial operations, client relations, and strategic problem-solving.

Since joining the team, Ali has been excited to apply her professional experience and dedication to serving clients and their families. She is committed to building strong, lasting relationships founded on trust, responsiveness, and attention to detail. With a natural desire to help others, she strives to provide a seamless and personalized experience for every client and family, whether addressing day-to-day requests, coordinating complex needs, or offering thoughtful support during important life events. Ali takes pride in anticipating client needs, communicating proactively, and ensuring every interaction reflects the highest standards of care and professionalism.

Ali resides in Connecticut with her dachshund, Oliver. In her free time, she enjoys playing tennis, needlepoint, and traveling. She is honored to work alongside her father, helping clients and their families navigate important financial and life decisions with confidence and care.