Experience

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.

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.

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.

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.

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.

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.