Ali Moscoffian

Ali brings 20 years of experience across financial services, investment management, and high-net-worth consulting, pairing deep technical expertise with a relationship-first approach to advising. Her background as an investment analyst informs thoughtful, well-researched guidance, while her true focus remains on the people behind the numbers. Through holistic planning and close collaboration, Ali helps clients build strategies that reflect real lives, evolving priorities, and long-term goals—so they can move forward with clarity and confidence.

Ali began her career in Boston with Mellon Bank before moving into asset management at State Street Global Advisors, where she supported the Tactical Asset Allocation portfolio team. After relocating to the West Coast, she joined Roxbury Capital Management in Santa Monica, working alongside the trading desk and later leading performance and consultant relations. She then served as an investment analyst at the consulting firm Greycourt & Co. These diverse roles ultimately led Ali back to Boston and into the independent advisory space, where she joined Freedom Trail Financial.

After living on both coasts, as well as in London and Singapore, Ali now calls Boston’s North Shore home, where she lives with her children and cats. Outside of work, she enjoys traveling, practicing yoga, gardening, and spending time outdoors with family and friends—especially when the weather is warm.