Alisa Bachana Jaffe, Cfa®
About Alisa Bachana Jaffe, Cfa®
Alisa Bachana Jaffe, CFA®, serves as the First Vice President and Senior Portfolio Manager at UBS, bringing over three decades of experience in wealth management. Her background includes roles at Morgan Stanley, Merrill Lynch, and Lehman Brothers, where she developed strong analytical skills and tailored investment strategies for her clients.
Work at UBS
Alisa Bachana Jaffe currently serves as First Vice President - Wealth Management and Senior Portfolio Manager at UBS. She has held this position since 2014, accumulating ten years of experience in this role in Boca Raton, Florida. In her capacity at UBS, she focuses on managing client portfolios and providing tailored investment strategies. Her proactive communication with clients ensures they remain informed about their financial interests, regardless of market fluctuations.
Previous Experience in Wealth Management
Before joining UBS, Alisa Bachana Jaffe worked at several prestigious financial institutions. She was First Vice President and Portfolio Management Director at Morgan Stanley from 2009 to 2014 in Boca Raton, Florida. Prior to that, she served as Vice President, Portfolio Manager, and Wealth Management Advisor at Merrill Lynch Global Wealth Management from 2005 to 2009. Additionally, she was a Vice President and Portfolio Manager at Neuberger Berman from 2001 to 2005. These roles contributed to her extensive expertise in wealth management.
Early Career at Lehman Brothers
Alisa Bachana Jaffe began her career as an Analyst at Lehman Brothers from 1988 to 1992 in New York City, New York. During her time there, she gained experience as an Aerospace/Defense Electronics industry analyst. This role provided her with a unique perspective on evaluating individual companies for investment, which has been beneficial in her subsequent positions in wealth management.
Education and Expertise
Alisa Bachana Jaffe holds an interdisciplinary degree from Columbia University, which enhanced her analytical abilities by requiring the synthesis of diverse information. She also studied Urban Studies/Affairs at Barnard College, where she earned her Bachelor of Arts (B.A.) from 1981 to 1985. Additionally, she developed proprietary investment models while pursuing the Chartered Financial Analyst® (CFA®) designation, equipping her to offer customized investment strategies to her clients.
Client Relationship Management
Alisa Bachana Jaffe emphasizes proactive communication with her clients, ensuring they are regularly informed about their financial interests. She has judiciously guided clients through various market corrections and recessions, adapting their portfolios as their financial plans evolved. This commitment to client relationship management is a cornerstone of her approach in wealth management.