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Alison Ina

Associate, Client Service at NewEdge Wealth

Alison Ina is an experienced professional in client service and administrative roles within the financial services industry. Alison currently serves as an Associate in Client Service at NewEdge Wealth since June 2023, having previously worked at UBS as a Client Service Associate from October 2020 to June 2023. Prior experience includes roles at Jackson as an Executive Administrative Assistant and Administrative Project Coordinator, where support was provided to the Market Research department's leadership and recruiting efforts. Earlier, Alison worked as a Sales Assistant at UBS Ina Wealth Management Group and completed an internship at UBS Financial Services. Alison holds a Bachelor of Business Administration in Finance from California Lutheran University, where studies were pursued from 2014 to 2017, and has also attended Southern Methodist University in 2013-2014.

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