Ali IsmailAli Ismail, CFP®, CAIA®Executive DirectorWealth Partner
About Ali
Ali Ismail is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
Ali serves the sophisticated wealth planning needs of a select group of ultra-high-net-worth clients. His focus is on delivering customized strategies that address their complex goals.
Prior to joining J.P. Morgan, Ali spent a decade at the Private Wealth Management division of UBS. Previously, he served as an Investment Advisor within Credit Suisse's U.S. Private Banking division. While at Credit Suisse, Ali was responsible for business development and assisted with the portfolio management and construction process for a team that managed over $1 billion in assets for 80 successful families. Earlier in his career, he spent additional time at UBS Private Wealth Management, after being at Bank of America.
Ali holds a B.B.A. in Finance with a minor in Economics from Southern Methodist University. He has also obtained the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Alternative Investment® (CAIA®) designation.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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