Alyssa is a Senior Investments Associate on EquityZen's Demand Team. Prior to joining EquityZen, Alyssa spent five years at UBS. She began her career as an Analyst in the Graduate Talent Program, during which time she spent two years rotating through six business units within Global Wealth Management. Upon completion of the program, she transitioned to her role as a Portfolio Strategist where she was responsible for articulating and delivering comprehensive, research-driven asset allocation and portfolio strategy advice to Financial Advisors and the ultra-high net worth client segment. She holds a B.S. in Finance and a B.S. in Spanish from Penn State University.

 

Outside of work, Alyssa can be found traveling to new ski and snowboard destinations, attending live concerts and staying up to date on the NYC restaurant scene. 

 

Alyssa holds FINRA Series 7 and 66 licenses.