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Managing Director - Private Wealth Management, UBS
Alli McCartney is a seasoned financial executive and Managing Director at UBS, where she leads Wealth Management initiatives and drives significant client engagement through strategic financial solutions.
Wealth has the greatest power when it creates freedom, dignity, and possibility beyond a single lifetime. The most meaningful success is not what people accumulate for themselves, but what they make possible for others to build after them.
- Alli McCartney
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Explore my life's work and follow my journey forward.
Alli McCartney is a UBS Managing Director-Wealth Management, Private Wealth Advisor, and founding partner of Alignment Partners, a private wealth and investment management group serving ultra-high-net-worth families and institutions. Her work sits at the intersection of capital, family governance, philanthropy, and women’s financial agency, helping sophisticated clients make decisions that can shape generations.
Before UBS, she held senior roles at J.P. Morgan Private Bank and Lehman Brothers, where she worked in structured equity sales within the private client group. At UBS, her advisory…
Managing Director - Private Wealth Management
