How can you pursue what matters most?

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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CT
- FL
- MA
- 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
Home Worker TX
Home Worker TX, TX 000
James Lee

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CT
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NV
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NV
- 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

Senior Client Associate
View bio
- 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

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
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
One Post Office Square
35th floor
Boston, MA 02109

Ali Fahr

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CT
- FL
- MA
- 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
Home Worker TX
Home Worker TX, TX 000
James Lee

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CT
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NV
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NV
- 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

Senior Client Associate
View bio
- 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

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
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
One Post Office Square
35th floor
Boston, MA 02109

Your lifelong financial plan. UBS Wealth Way

When it comes to achieving your goals, our strategic approach can help you pursue what matters most—for today, tomorrow and for generations to come. Through deeper conversations, including five simple questions, we clarify what you’d like to accomplish and map out solutions for every phase of your life.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

A team approach

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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How can you pursue what matters most?

Pursuing your goals together

Ali Fahr

James Lee

Carl Aloupis

Jonathan Moore

Kate Gamache

Elizabeth Fowlks

Ali Fahr

James Lee

Carl Aloupis

Jonathan Moore

Kate Gamache

Elizabeth Fowlks

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Your lifelong financial plan. UBS Wealth Way

Investment management

A team approach

Managing wealth is our craft

Backed by the strength of UBS

A global leader in wealth management

Insights

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