Alli McCartney

Alli is a Managing Director at UBS Private Wealth Management in New York City with 20 years of experience advising families, institutions, endowments, and foundations on comprehensive wealth strategy. She leads Alignment Partners, a seven-member team managing $1.5 billion for 60 families, with a specialty in philanthropic planning and governance in partnership with the UBS Optimus Foundation. Previously, she held senior roles at J.P. Morgan’s Private Bank and Lehman Brothers. Known as “The Financial Feminist,” Alli is a frequent CNBC contributor, widely quoted in major financial publications, and a multi-year honoree on the Forbes and Barron’s Top Advisor lists.