Director
Financial Advisor
Mally focuses on partnering with private equity-backed founders to navigate the complex financial considerations that accompany great wealth. She is especially passionate about female-led brands and businesses, and aspires to help close the gender wealth and funding gaps by connecting female founders to investors.
Mally began her career at UBS in New York City as a member the of the firm's renowned training program, and subsequently moved to Los Angeles to help lead the firm's West Coast Private Wealth Management business. Prior to moving to California, Mally spent time working at Ellevest, a mission-driven fintech startup in NYC focused on closing the gender investing gap.
Mally graduated from Vanderbilt University with a Bachelor of Science in Human & Organizational Development and a minor in Corporate Strategy. She holds her Series 7, 9, 10 and 66 licenses, along with her CA Life & Health insurance license. Mally also holds current Accredited Wealth Management Advisor and Certified Private Wealth Advisor® designations.
Mally resides in Los Angeles with her husband Ryan and dog Lola. In her free time, she enjoys cooking, travelling, staying active, and rooting for the Los Angeles Chargers.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Director
Financial Advisor
Mally focuses on partnering with private equity-backed founders to navigate the complex financial considerations that accompany great wealth. She is especially passionate about female-led brands and businesses, and aspires to help close the gender wealth and funding gaps by connecting female founders to investors.
Mally began her career at UBS in New York City as a member the of the firm's renowned training program, and subsequently moved to Los Angeles to help lead the firm's West Coast Private Wealth Management business. Prior to moving to California, Mally spent time working at Ellevest, a mission-driven fintech startup in NYC focused on closing the gender investing gap.
Mally graduated from Vanderbilt University with a Bachelor of Science in Human & Organizational Development and a minor in Corporate Strategy. She holds her Series 7, 9, 10 and 66 licenses, along with her CA Life & Health insurance license. Mally also holds current Accredited Wealth Management Advisor and Certified Private Wealth Advisor® designations.
Mally resides in Los Angeles with her husband Ryan and dog Lola. In her free time, she enjoys cooking, travelling, staying active, and rooting for the Los Angeles Chargers.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
