Carl Aloupis, Jr, Cfp®
About Carl Aloupis, Jr, Cfp®
Carl Aloupis, Jr. is a Senior Vice President of Wealth Management at UBS Financial Services Inc., where he has worked since 2013. He has a background in finance, having previously served as Vice President at Fidelity Investments for 14 years.
Work at UBS
Carl Aloupis, Jr. serves as the Senior Vice President of Wealth Management at UBS Financial Services Inc. He has held this position since 2013. His role involves managing client relationships and providing wealth management services. Aloupis operates from the Wellesley, MA office, where he leverages his extensive experience in the financial services industry to assist clients in achieving their financial goals.
Previous Experience at Fidelity Investments
Before joining UBS, Carl Aloupis worked at Fidelity Investments for 14 years, from 1999 to 2013. He held the position of Vice President - Senior Account Executive in the Private Client Group. During his tenure at Fidelity, he focused on delivering tailored financial solutions to high-net-worth clients, enhancing their investment strategies and overall financial well-being.
Education and Expertise
Carl Aloupis has a diverse educational background. He studied at Northeastern University for one year and attended Boston University. He earned a Bachelor of Arts degree from Framingham State University, where he studied from 1994 to 1998. Additionally, he has pursued studies at Merrimack College. His educational experiences have contributed to his expertise in wealth management and financial planning.
Professional Credentials
Carl Aloupis holds the Certified Financial Planner (CFP®) designation, which signifies his commitment to professional standards in financial planning. This credential reflects his knowledge and skills in providing comprehensive financial advice and planning services to clients.