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The 51 Collective
July 16, 2020 @ 5:00 pm - 6:00 pm MDTFree
Alli McCartney is a Managing Director with UBS Private Wealth Management in New York City. She has 20 years of experience in the wealth management industry working with families, institutions, endowments and foundations. She is responsible for client relationship management, wealth advisory, private banking solutions, trust and estate planning strategies, and credit and lending.
Alli specializes in philanthropic planning and governance for sophisticated families, often in partnership with the UBS Optimus Foundation. Alignment Partners, her seven member team, manages $1.5B for sixty families with a focus on Financial Professionals and Influential Women Executives and Entrepreneurs. She has been called “The Financial Feminist”.
Jul 16, 2020 05:00 PM by Invitation
- Virtual Online