How can you pursue what matters most?

Family photos on shelf

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ali Fahr

    Ali Fahr

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • MA
    • NC
    • NH
    • NJ
    • NY
    • OH
    • TX
    • WA

    For more than 31 years Ali & his team, The Wellesley Group, have specialized in meeting the exclusive investment needs or their affluent clients.  Ali is a member of a select group of Private Wealth Advisors at UBS having completed a wide range of sophisticated strategies that complements his experience serving clients of significant wealth.  Ali is well qualified to assist with the complex investment & financial planning decisions wealthy individuals face on an ongoing basis. 

    Mr. Fahr's clients include Executives from Fortune 500 Companies, the entertainment & biotech industries as well families of significant wealth.

    Ali earned both his BS and Masters Degrees in Electrical Engineering from MIT in Cambridge, MA.

    In his free time, Mr. Fahr enjoys golf, travel, exploring nature, gardening, & farming.

      • Massachusetts Institute of Technology, B.S. Electrical Engineering
      • Massachusetts Institute of Technology, M.S. Electrical Engineering
      • Private Wealth Advisor
      55 William Street
      3rd Floor
      Wellesley, MA 02481
    • James Lee

      James Lee

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CT
      • DE
      • FL
      • GA
      • IL
      • MA
      • ME
      • MN
      • NC
      • NH
      • NJ
      • NY
      • OH
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      For four decades Jim Lee has specialized in meeting the unique financial needs of his affluent clients. As part of a select group of Private Wealth Advisors at UBS, Jim has undertaken rigorous training & accreditation in a wide range of sophisticated strategies to meet the many opportunities & uncertainties facing his unique clients & their families.

      Mr. Lee's clients include executives from Fortune 500 Companies, the entertainment industry as well as individuals and families of substantial means.

      Jim is active in supporting several charities, & is an avid sports fan.

      Jim holds a BA in English from Holy Cross College & his MBA in Finance from Suffolk University, Boston, MA.

        • Suffolk University, M.B.A. Finance
        • Holy Cross College, B.A. English
        • Private Wealth Advisor
        55 William Street
        3rd Floor
        Wellesley, MA 02481
      • Carl Aloupis

        Carl Aloupis

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • KS
        • MA
        • MD
        • ME
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA

        Carl, now in his 19th year in the financial services industry, has focused the majority of his career managing the unique needs of high net worth investors. His specialties include but are not limited to: Retirement and income planning, estate planning, risk mitigation, and portfolio management.  Carl will partner with you as your financial needs evolve to help you customize and develop strategies to best meet your personal needs. 

        He received his Bachelor of Arts degree from Framingham State University and graduated cum laude. Carl and his wife Margaret reside in Shrewsbury, Massachusetts with their two children. He enjoys tennis, history, astronomy, and spending time with his family.

          • Framingham State University, B.A., cum laude
          • CERTIFIED FINANCIAL PLANNER™
          • Portfolio Manager
          55 William Street
          3rd Floor
          Wellesley, MA 02481
        • Jonathan Moore

          Jonathan Moore

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • KS
          • MA
          • MD
          • ME
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NY
          • OH
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA

          Jon dedicates his time meeting with individuals, families and business owners; helping them craft their unique financial plans. Prior to joining UBS in 2014, Jon worked for over 10 years at Fidelity Investments. He was educated in Massachusetts, first graduating from UMass-Amherst followed by Clark University where he earned a Finance MBA. Jon and his wife Megan are currently raising their two children in Ashland, MA. Like many people, Jon belongs to a family that has experienced financial challenges, and that is why he embraced a career that allows him to help others plan for a better financial future.  In his spare time Jon is a member of the Town of Ashland Finance Committee.

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The 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.

          • University of Massachusetts Amherst
          • Clark University, M.B.A Finance
          • CERTIFIED FINANCIAL PLANNER™
          • Portfolio Manager
          55 William Street
          3rd Floor
          Wellesley, MA 02481
        • Kate Gamache

          Kate Gamache

          Senior Client Associate

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          • CA
          • FL
          • MA
          • ME
          • NY
          • TX

          Prior to joining the Wellesley Group in 2017, Kate worked for 11 years at State Street Corp in Boston, MA.  As a Senior Client Service Associate, Kate's main responsibilities include day to day business operations within our team including client onboarding, account management and portfolio maintenance.  Together with our team of Wellesley group advisors, Kate delivers holistic wealth management services that enable our clients to realize their life's financial goals.   

          Kate was educated in Massachusetts where she earned her BS in Business Management & Accounting at Westfield State University. She and her husband reside in Holliston, MA where they are raising their two daughters.  In her spare time Kate enjoys cooking and traveling with her family.

            • Westfield State University, B.S. Business Management & Accounting
              55 William Street
              3rd Floor
              Wellesley, MA 02481
            • Elizabeth Fowlks

              Elizabeth Fowlks

              Team Administrator

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              • CA
              • DE
              • FL
              • GA
              • IL
              • KS
              • MA
              • ME
              • MI
              • MN
              • MS
              • NC
              • NH
              • NJ
              • NV
              • NY
              • PA
              • RI
              • TX
              • VA
              • VI

              Prior to joining The Wellesley Group in 2018, Liz worked for 5 years at Morgan Stanley and 3 years in Banking.  Liz is a Senior Client Service Associate and her main responsibilities include day to day business operations within our team including client onboarding, account management and portfolio maintenance.  Together with The Wellesley Group, Liz delivers holistic wealth management services that enable our clients to realize their life's financial goals.  

              Liz earned her BS in Operations Management from UMASS Dartmouth and is currently pursuing her MBA part-time at Clark University. She and her husband reside in Boxborough, MA with their two sons and four rescue dogs. In her spare time Liz enjoys reading and visiting with family or friends.

                • University of Massachusetts Dartmouth, B.S. Operations Management
                  55 William Street
                  3rd Floor
                  Wellesley, MA 02481
                Your lifelong financial plan. UBS Wealth Way

                Your lifelong financial plan. UBS Wealth Way

                Investment management

                Investment management

                A team approach

                A team approach

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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