Advice for life, wealth, and all that matters

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"There is no greater responsibility than being trusted with a client’s wealth and legacy—I strive to earn that privilege every day."

Wendy has been guiding multigenerational families and institutions to successfully shape their legacies for more than two decades. As a Private Wealth Advisor and Family Office Consultant, Wendy is masterful at integrating every aspect of a client’s financial life including asset management, trust and estate planning strategies, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal. 

Wendy is acutely attuned to the needs of women, collaborating with and empowering them—especially through periods of transition. Her background working with boutique firms and large institutions give her a unique perspective and the ability to marshal the extensive global resources available via UBS for the benefit of her clients.

Previous Experience

• Credit Suisse Private Bank
• UBS Private Bank
• BBR Partners
• Citigroup Private Bank
• Salomon Smith Barney Asset Management 

Life

• Wendy serves on the Board of Managers of the East Side House Settlement, a community-based organization serving the Bronx and Northern Manhattan. Since 2013, she has held roles on the program, finance, and nominating committees.
• Wendy serves on the Advisory Board of the Breast Cancer Research Foundation. BCRF is the largest private funder of breast cancer research worldwide.
• Wendy serves on the Investment Committee of the American Heart Association’s National Endowment. Wendy is a member of the Executive Leadership Team for the AHA’s Go Red for Women Campaign in NYC. She is a past Chairwoman of the NYC Go Red For Women Luncheon.
• Outside of UBS, Wendy loves spending time with her family, exercising, and playing tennis. She has also completed an Ironman Triathlon. 
• Wendy resides in Armonk, NY with her husband, Kevin McAlister, and her daughter, Morgan.

• Barron's Top 100 Women Advisors, 2022, 2023, 2024The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Syracuse University, B.A, Psychology

• Certified Exit Planning Advisor, CEPA
• Private Wealth Advisor
• Family Office Consultant
• Athletes and Entertainers Consultant
• NFLPA Institutional Player Financial Advisor
• Series 7 and 66 Licenses
• Life, accident and health insurance licenses

“Our strong culture and diverse team enable us to deliver a truly service-oriented approach and help clients achieve their objectives.” 

Kevin oversees the overall operations, resources, and planning for Hidden Oak Partners. Leveraging his 30+ years of experience, both as an executive and as a strategic consultant, Kevin is focused on improving infrastructure and processes while helping each team member reach their potential. He has successfully built and led large, global teams within financial services and other industries. Kevin brings his skills in growth, planning, and business transformation to enhance the capabilities of the team.

Kevin has an MBA in Finance from NYU Stern School, where he graduated with honors, and a BS from Rensselaer Polytechnic Institute in Management Systems.

Previous Experience

• Shiftpoint Consulting
• Citibank
• American Express
• Arthur Andersen Business Consulting

Life

• Kevin serves on the Board of Managers of East Side House Settlement and has led several strategy and planning efforts with them over the past 12 years.
• After many years living in Manhattan, he now resides in Armonk, NY and loves to spend time with his beautiful wife and daughter.
• Kevin enjoys sports and exercise, particularly golf, tennis, soccer, and skiing. He also loves to play guitar and sing.
• He has traveled extensively, both for work and leisure, where he met amazing people and enjoyed varied cultures and food over the years.

• New York University, MBA Finance
• Rensselaer Polytechnic Institute, B.S. Management Systems

• Securities Industry Essentials (SIE)

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"I believe our team culture is what differentiates us. We go to great lengths to help our clients and to provide the highest level of service possible. I strive to foster meaningful relationships with our clients to ensure their goals and expectations are exceeded."

Cameron spent a year in the Financial Advisor Program at Morgan Stanley further developing his interest in Wealth Management before joining Hidden Oak Partners at UBS.

Cameron is an integral part of Hidden Oak Partners, responsible for managing all team operations, client requests, account administration, and problem-solving. His experience in the financial services industry has further strengthened his commitment to building and maintaining long-lasting client relationships. He upholds the team’s commitment to integrity and honesty while ensuring all client needs are met.

Previous Experience

• Morgan Stanley

Designations

• Series 7 and 66 Licenses

Life 

• Cameron enjoys all sports.
• He is especially passionate about Villanova football, where he was a starting defensive back.
• He spends his spare time traveling, golfing and skiing.
• He lives in Hell’s Kitchen in New York City.

• Villanova University, B.A., Finance, Minor in Business Analytics

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"I strive to have an impact on everyone that I meet. I truly enjoy working with clients, building deep relationships, and solving problems. There’s nothing more gratifying than exceeding clients’ expectations."

While Caitlin’s knowledge and experience in the communications field helps in building strong, long-lasting client relationships, her financial acumen and marketing expertise equips her to deliver exceptional client service experiences throughout every aspect of a client’s life.

As a Wealth Strategy Associate, Caitlin always puts clients’ needs above all else and is committed to helping them meet their goals. She also assists in the team’s daily operations and delivers customized service and solutions to clients, always striving to exceed their expectations.

Previous Experience

• Stone Harbor Project Advisors
• Havas Media Group
• Integrated Corporate Relationships Inc.

Designations

• Series 7, 63, and 65 Licenses
• Accredited Wealth Management Advisor, AWMA

Life

• Caitlin supports many charitable organizations, including The Crohn’s and Colitis Foundation.
• She is actively involved with her Alumni network at the Greenwich Country Day School, as a Class Representative.
• She is an avid sports fan and player, including ice hockey, golf, and skiing. She enjoys traveling, hiking, and being outdoors with family and friends.
• Caitlin loves living in the city that never sleeps (NYC) with her roommate.

• Elon University, B.A., Strategic Communications

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"Financial success is about aligning investments with what matters most to our clients. Our role is to help them navigate challenges and seize opportunities with clarity and confidence, building a future that reflects their vision and values."

With six years at UBS, Mohammed brings a wealth of experience and insight to the role of Portfolio Associate. Through multiple roles at the firm, he has developed an in-depth knowledge of the financial services landscape, specializing in guiding clients through a broad array of investment options. Known for a consultative and client-centric approach, Mohammed focuses on demystifying complex investment opportunities and providing clear, strategic paths that drive meaningful progress toward financial aspirations.

Whether assisting individuals, families, or organizations in every engagement, Mohammed is dedicated to offering tailored advice and thoughtful insights. He works closely with clients to understand their financial priorities, crafting investment strategies that address immediate and future needs. By helping clients make informed choices, Mohammed strives to foster long-term relationships rooted in trust, transparency, and results that reflect each client’s financial goals.

Previous Experience

• UBS Asset Management        

Designations

• Series 7, 63, and 66 Licenses

Life

• Mohammed is passionate about martials arts, currently practicing Brazilian Jiu Jitsu and Muay Thai.
• Born and raised in NYC, Mohammed is an avid supporter of NY based sports teams, especially the Knicks.
• In his spare time, he enjoys traveling, golfing, and cooking.
• Mohammed lives in Long Island City, NY

• Skidmore College, B.S., Economics

"Building relationships with clients and helping them navigate their financial goals is what drives me every day. I take pride in creating a positive impact in every interaction, ensuring clients feel valued and supported throughout their financial journey."

Jackie began her career at HSBC Bank, where she gained foundational experience in financial services. She then transitioned to RBC Wealth Management, serving as a Client Associate, refining her skills in client service, account management, and financial planning. These roles provided her with a comprehensive understanding of the industry and allowed her to work closely with clients to achieve their goals.

Now at Hidden Oak Partners, Jackie is dedicated to guiding clients toward their financial aspirations. She prides herself on her personalized approach to client relationships, focusing on understanding each client's unique circumstances and crafting solutions tailored to their needs.  She is committed to fostering lasting relationships built on trust, communication, and a shared vision for success.

Previous Experience

• HSBC Bank
• RBC Wealth Management

Designations

• Series 7, 63, and 66 Licenses
• Life, accident and health insurance licenses

Life

• Jackie enjoys spending time with friends and family at the beach on the Jersey Shore. 
• She is a proud graduate of Boston College and loves cheering on their sports teams whenever she can.
• Jackie lives in the West Village and enjoys exploring all the unique neighborhoods of New York City.

• Boston College, B.A., Psychology, Minor in Management & Leadership

“I am dedicated to making a meaningful difference in the lives of those I work with, and I take pride in helping clients navigate challenges and reach their objectives. By building strong, trust-based relationships and going above and beyond, I strive to consistently exceed expectations and ensure their success.”

Isabelle joins us from the UBS Home Office, allowing her to bring a unique knowledge of the firm’s capabilities.

As a Wealth Management Analyst, Isabelle is committed to understanding each client’s unique goals and delivering tailored strategies that not only meet but exceed expectations. In addition, she maintains the team’s daily operations and client requests.

Isabelle has both a Bachelor’s degree in Finance and Master’s in Finance from Northeastern University.

Previous Experience

• Bain Capital LP
• Standish Management LLC

Designations

• Series 7 License

Life

• Isabelle currently lives in New York City.
• She is passionate about traveling, being outside, and spending time with those close to her.
• In her spare time, she likes trying different restaurants and workout classes in NYC.
• She is a devoted Boston Celtics fan, despite growing up in New Jersey.

• Northeastern University, MS, Finance
• Northeastern University, B.S., Finance, Minor in Data Science

"When clients step through our doors, I want them to know that they’re in good hands. My intention is for clients to feel comfortable and confident when they work with Hidden Oak Partners.”

With a background in hospitality and healthcare, Bianca understands the intricacies of servicing clients. Her previous years of experience give her the tools and discernment to effectively coordinate every aspect of the business. Her role as the Executive Team Assistant for Hidden Oak Partners centers on supporting the team in an administrative capacity, including calendar management, travel coordination, technology assistance, marketing, and event planning.

Bianca approaches each task in an organized manner; from scheduling, to planning, to executing. She prides herself on fostering a welcoming environment for clients, vendors, and her fellow UBS colleagues. Through her efforts, she ensures the team can work together to bring clients the excellence they expect. 

Previous experience

• Spear Physical Therapy
• New York Health + Hospitals
• The Visiting Nurse Service of New York
• Community Access
• Tavern on the Green

Life

• Bianca enjoys trying new restaurants, gardening, and cooking.
• In her spare time, she contributes to local community organizing efforts tackling food insecurity and food waste.
• She lives in New York City with her partner and two dogs.

• Pace University, B.A, English, Language & Literature and Women's & Gender Studies, Minor in Queer Studies