Alli McCartney
Takin’ Care of Lady Business with Jennifer Justice
Episode 006: Building Your Wealth: Financial Feminism
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.
Listen to this information-packed Takin’ Care of Lady Businessepisode about how to build wealth as a woman in the crazy world of finance.
Here is what to expect on this week’s show:
How Alli became a managing partner at UBS
The power of the female consumer dollar, and how it can be put to create a more equitable world
What psychological factors Alli has seen holding women back in the world of finance and economics
The three “L”s that UBS considers key to wealth building
Connect with Alli:
WEBSITE: https://financialservicesinc.ubs.com/team/alignment/meetourteam.html
LINKEDIN: https://www.linkedin.com/in/alli-mccartney-37550210/
INSTAGRAM: https://www.instagram.com/financialfeministnyc/?hl=en
EMAIL: alli.mccartney@ubs.com
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