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, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal.

Wendy is adept at marshalling the extensive resources available through UBS. Her extensive background working with boutique firms as well as large financial institutions gives her a unique perspective and ability to offer an extraordinarily personalized experience.

Wendy is acutely tuned to the needs of women, partnering with and empowering them—especially through periods of transition. Wendy’s intimate knowledge of her clients’ goals and aspirations means she is often the first phone call when they need advice on issues that impact their lives. 

Previous Experience

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

Designations

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

Life

• Wendy serves on the National Investment Committee of the American Heart Association.
• Chairwoman, Executive Leadership Team, American Heart Association’s Go Red for Women Campaign, New York City.
• She is a member of the Breast Cancer Research Foundation Advisory Board.
• She serves as a Vice President on the Board of Managers of the East Side House Settlement, a community-based organization serving the Bronx and Northern Manhattan.
• Wendy loves spending time with her family, exercising and playing tennis.  She has also completed an Ironman Triathlon.
• She resides in Armonk, NY with her husband, Kevin McAlister, and daughter, Morgan.

• Barron's Top 100 Women Advisors, 2022, 2023The 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, 2022, 2023The 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, 2023The 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, 2023The 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, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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

• Private Wealth Advisor
• Family Office Consultant
• Athletes and Entertainers Consultant

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“The best part of my job, hands down, is the deeply personal relationships we develop with our clients and their families. Our goal is to be the first place our clients turn. We are there to celebrate good times and, more importantly, support them through challenging times.”

Through customized financial planning, Lizzie focuses on helping people achieve their life goals. Lizzie joined Hidden Oak Partners in 2013. Today, as a next-generation Private Wealth Advisor, Lizzie and her colleagues advise some of the country’s most successful individuals and families.

Lizzie works closely with clients to develop and implement their financial plans. She delves into each client’s unique situation and creates custom “blueprints” to help them meet future goals. She particularly enjoys working with women and young families. Lizzie is proud to be both a female Financial Advisor as well as a millennial—segments that are typically underrepresented in the broader industry.

Previous experience

• Credit Suisse Private Bank
• Amity Search Partners
• SG Partners

Designations

• Certified Exit Planning Advisor (CEPA) 
• Series 7 and 66 Licenses
• Life, accident and health insurance licenses

Life

• A lifelong sports enthusiast, Lizzie captained the women’s varsity squash team and was a founding member of the women’s varsity golf team at Williams College.
• An active alumni volunteer for Deerfield Academy and the Greenwich Country Day School.
• She supports many local charitable organizations, including Hackers for Hope and Same Sky.
• Lizzie lives in New Canaan, CT with her husband, Tom and son Thomas.
• In her free time, she enjoys playing golf, skiing and traveling to new destinations.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Wealth Management Teams, 2022, 2023The 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 Best-in-State Wealth Management Teams, 2023The 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 Best-in-State Women Wealth Advisors, 2022, 2023The 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.

• Darden School of Business, University of Virginia, M.B.A
• Williams College, B.A, History and Art History

• Private Wealth Advisor
• Certified Exit Planning Advisor (CEPA)

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"I have always been passionate about taking care of others. It is a great privilege and personal joy to be able to help our clients in any aspect of their life.”

Katie has a dynamic role on the team, combining her passion for working with clients with a process-driven approach to client service. She joined Hidden Oak Partners while at Credit Suisse and was indispensable in helping the team successfully transition to UBS in 2015. Today, Katie is focused on fostering the next generation of client relationships by offering helpful advice during periods of life transition, as well as sharing meaningful and relevant content.

Katie enjoys using skills learned as a part of her CFP® certification to help review asset allocations, build financial plans, and prepare for client review meetings. She also uses her leadership expertise as the business operations manager of Hidden Oak Partners. She partners with both the advisors and client associates to efficiently facilitate all requests and answer any questions. Katie is committed to each client having the best possible experience.

Previous experience

• Credit Suisse Private Bank
• UBS Private Wealth Management

Designations

• Certified Financial Planner(CFP®) professional
• Series 7 and 66 Licenses
• Life, accident and health insurance licenses

Life

• Katie enjoys reading, traveling and running in her free time.
• She supports St. Jude Children’s Hospital, philanthropy focused on education and human rights.
• Katie lives in New York City, on the Upper East Side.

• Forbes America’s Top Wealth Management Teams, 2022, 2023The 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 Best-in-State Wealth Management Teams, 2023The 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.

• University of Richmond, B.S, Business Administration, Minor in English Literature

• Certified Financial Planner™

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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 Client Service Associate, Caitlin always puts clients’ needs above all else and is committed to helping clients 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

Life

• Caitlin was actively involved with Elon University’s Student Government Association.
• She played on the women’s club lacrosse team at Elon University as a low defenseman.
• 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 roommates.

• Elon University, B.A., Strategic Communications

"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

"I treat our clients the way I want to be treated— with dignity and respect. I want them to know that I hear them, understand them, and genuinely care."

Domenic is a graduate of Fordham University, where he studied Business Administration with a concentration in Finance. He began his career as an intern at UBS during his senior year of college. During his internship, he learned the essentials of supporting a team and further developed his interest in Private Wealth Management. After graduation, Domenic joined Hidden Oak Partners as a Client Associate.

Domenic’s passion for helping others directly translates to the Client Associate role. He reliably and efficiently assists the team in their daily operations, from report creation to account maintenance. With clients, he strives to provide exceptional service, making sure all requests are handled properly. He assumes each responsibility with humility and dedication, knowing that his role is critical in the development of long-term relationships built on trust and understanding.

Previous Experience

• UBS Private Wealth Management Intern, The Braff Group

Education and credentials

• B.A., Business Administration, Concentration: Finance, Fordham University

Outside of UBS

• Domenic is originally from Massachusetts and is a “wicked” Boston sports fan.
• He has a passion for photography & music.
• He spends his spare time adventuring through NYC with his camera, learning new songs on the guitar, and getting out on the golf course as much as possible.
• He lives in Hell’s Kitchen in New York City.

• Fordham University, B.A., Business Administration, Concentration: Finance