Lasting relationships. For all that matters

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Alex Martinelli has advised many successful business owners and entrepreneurs, drawing on his experience in the fields of corporate and executive services. Over two decades, Alex has created a unique service model that can help benefit significant shareholders of public and privately held companies.  Alex began his career in 1996 with UBS Financial Services (UBS). He joined Credit Suisse in 2008 before returning to UBS in 2015. Following his lifelong passion for knowledge, Alex completed all the requirements to become a CERTIFIED FINANCIAL PLANNER™ in 2012. This included two years of coursework at Merrimack College followed by a rigorous 10-hour board approved examination. Alex has been named to Forbes Magazine's list of America's Best-in-State Wealth Advisors in 2019, 2020, 2021, 2022, 2023 and 2024.

Outside the office, Alex combines competition and charity as a triathlete. In 2007 he competed in the Ford Ironman 70.3 World Championship, and he is a three-time Honorable Mention All-American in the sport. Alex raises money for cancer research as a member of The Leukemia & Lymphoma Society’s Team in Training. In addition, Alex supports science, technology and education through his sponsorship of the SEE Science Center in Manchester, N.H., N.H. High Tech Council as well as Austin Preparatory School in Reading, MA.

Alex graduated from Boston University with a Bachelor of Arts degree in economics. He lives in Andover, Massachusetts with his wife and two daughters.

The Forbes rating is based on information from June of the prior year to June of the award year.  UBS paid a license fee for use of these ratings. The ratings are based on quantitative factors and are 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.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 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.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Boston University, B.A. Economics

• CERTIFIED FINANCIAL PLANNER®

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Jennifer Ostberg joined Martinelli Wealth Management in 2025 as a Senior Wealth Strategy Associate. Jen brings more than 15 years of experience guiding high net worth families in crafting a wealth management plan that prioritizes their personal values. Prior to joining UBS, she was a Director at Bernstein Private Wealth Management. Jen is a Certified Financial Planner™, and a Chartered Advisor in Philanthropy®. 

Jen regularly works with clients undergoing financial transitions, including business owners navigating a liquidity event. She has a strong understanding of tax and estate planning strategies, charitable planning, concentrated stock positions and the sale of privately held businesses. Jen has published research on these topics.

Jen is passionate about helping families maximize the purpose and impact of their wealth. She works closely with clients, including in multigenerational settings, to navigate the complexities of wealth management and create a plan that fits her clients’ goals around risk, growth and legacy. 

Jen lives in Middleton, Mass., close to her own extended family. She’s often at the rink with her husband and two sons who play hockey. Jen serves on the Board of Directors for The Boys and Girls Club of Greater Salem. She graduated from Syracuse University

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Mariana Ali has provided support to financial planners and their clients for more than 15 years. As a senior registered client associate, Mariana supports the day-to-day operations of Martinelli Wealth Management, fulfilling client requests, ensuring legal compliance and overseeing the administration of the team. Mariana enjoys getting to know clients and helping to facilitate the growth of a flourishing team of advisors.

 Mariana has a bachelor’s degree in business management from Curry College in Milton. She lives in Canton with her husband, son and daughter. In her free time, Mariana enjoys yoga and her daily walks with her Australian labradoodle, Phoenix.

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Maria Aliferis has been delivering outstanding client service for nearly two decades and has worked closely with Alex Martinelli for fifteen years.  Maria is well suited for delivering top results in the global economy, having studied international relations and business at Boston University.  She also continued her education through programs at the world's top investment companies.

Maria works with our clients to anticipate their financial needs and facilitate them keeps her at the forefront of the market.  She is experienced at leveraging operations in order to generate solutions for her clients, and her attention to details and efficient delivery of service set her apart. 

Maria lives in Sudbury, Mass. with her husband and two sons. She is an advocate for Breast Cancer awareness, after losing her mother-in-law to the disease.  She is also an organizer for Toys for Tots, which aims to make the holidays brighter for children in need.

• Boston University, International Relations and Business