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ALI ALSARI

Chief Executive Officer

Biography

Ali brings an international and quantitative perspective and passion for independent research and analysis to managing his clients’ wealth. He has over 20 years of experience in the financial services industry, working with clients worldwide in wealth management, capital markets, and private banking. Ali began his
financial services career in corporate finance, where he helped provide corporate restructuring and financial engineering solutions to large multinational corporations. Ali earned a B.A. degree in political science and did graduate work in Political Science and International Relations at the Cal State University system.

Chronology

2015-Present

Founder, Executive, Board of Directors of Alhambra Bank and Trust Limited

2011-Present

CEO, CIO of AWM Global Advisors

2010-2011

Senior Vice President – Investments of Major Wall Street Firm

1993-2010

Senior Vice President-International Financial Advisor of Major Wall Street Firm

In 2017, AWM Global Advisors was ranked by Advisory HQ as one of the top 10 Wealth Advisors in San Diego. AdvisoryHQ considered at a wide range of factors in the selection process including fiduciary duty, independence, transparency, level of customized service and years of experience amongst others. Details of the selection process can be found in the link below. Firms do not pay a fee to be selected nor are they advised that they are under consideration until after the selection is made. No employees or clients were interviewed during the selection process. Third-party recognition from rating services are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Methodology for Ranking Top Advisors in the U.S and U.K.