Wealth Management

Your Wealth Management Team

Working together to help you achieve and preserve your financial success

At AWM, we measure our performance by the level of service we provide and our success in helping you achieve your goals. Our dedicated team of advisors and wealth management specialists takes the time to get to know each client and is committed to offering highly personalized attention and seamless continuity with guidance, and collaborative support.

Ali AlSari | Chief Executive Officer | Chief Investment Officer

Ali brings a unique international and quantitative perspective and passion for independent research and analysis to managing his clients’ wealth. He has over 20 year 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.

Gary Graessle | Chief Operating Officer | Chief Compliance Officer

Gary brings over 30 years of broad experience in the financial services industry and offers expanded knowledge on legal and compliance issues that high net worth individuals face both domestically and abroad. He also specializes in providing clientele with timely mortgage and lending solutions.Gary served as Compliance Director for Merrill Lynch International in London for over 6 years, followed by various management positions within Merrill Lynch, including Latin American Region Sales Manager and Director of a four-office complex in South Texas and San Diego that serviced domestic and international clients. Gary has a B.A. in Communications from the University of Illinois and studied toward an M.B.A. in International Business at Pace University in New York.

Gary Polakoff | First Vice President – Investments

Gary is a long time resident of San Diego and has been in the financial services industry for 14 years. Prior to joining AWM, Mr. Polakoff was a Vice President and Financial Advisor at Morgan Stanley where he led the Polakoff Group and was responsible for managing the client portfolios. He focuses on liabilities, debt management, risk management, and assisting clients with wealth management and lending solutions. Prior to starting a new career as a financial advisor, Gary was a successful San Diego business owner in the auto industry for 29 years. He is a Rotarian, Shriner and former board member of the San Diego Chapter of the National Conference of Christians and Jews. He and his wife Carol have four children, and five grandchildren.

Roxana McGrew | Marketing Strategist

Roxana joined AWM in 2013 and works with the CEO in developing and implement marketing strategies to attract both U.S. and international clients by performing research on economic trends and analysis of countries we may consider for investment. Roxana is fluent in Spanish and earned a B.A in International Studies-Economics from the University of California San Diego.

Serena Zhu | Financial Analyst

Serena has an extensive background in the financial services realm.  She received her Bachelors of Management degree in Accounting and Bachelor of Economics degree in Finance from Renmin University of China and her Masters of Science in Accounting from Boston College.  Serena has passed all the CPA exams and has honed her skills while interning at Deloitte China, Deluxe Capital and other private equity firms.  She is currently completing level 3 of the 3 part Chartered Financial Analyst program.  

[contact-form-7 404 "Not Found"]