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The 51 Collective

July 16, 2020 @ 5:00 pm - 6:00 pm MDT

Free
The51 Presents: Alli McCartney Part II

Are We Owning Our Wealth? Patterns of Female (non)Participation in Financial Independence (Part II)

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

Details

Date:
July 16, 2020
Time:
5:00 pm - 6:00 pm MDT
Cost:
Free
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Website:
https://the51.zoom.us/meeting/register/

Organizer

Venue

Virtual Online
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