Ali Rybicki, CFP® is a Wealth Advisor at Lake Street Advisors. In this role, Ali is responsible for managing all aspects of her client relationships while providing them with wealth management strategies and family office services. She gets great satisfaction from building relationships with clients and their families to help educate and plan for a successful transfer of wealth to the next generation.
Prior to joining Lake Street in 2021, Ali spent two years at a Boston based multi-family office as Director of Family Office Services where she managed several client relationships, developed internal procedures, and implemented a reporting system to offer clients a dynamic way to view their assets. At the beginning of her career, Ali worked as a Financial Analyst at a consulting firm in Newburyport, MA. She then received the opportunity to join the Bain Capital Executive Services Team, starting as an associate and working her way up to Finance Manager.
Ali graduated from Fairfield University with a BS in finance and later obtained an MBA from the F.W. Olin Graduate School of Business at Babson College.
Originally from Danvers, MA, Ali now resides in the North End of Boston. In her free time, you can find her training for marathons, cooking, or traveling – bonus points if the three are combined.