Team

With more than 20 years of wealth advisory experience, Jason led the formation of Famiglia Wealth as a new independent wealth management firm in 2021. He had begun his career at PaineWebber, now UBS, and joined Morgan Stanley in 2011. Over his career he became a CERTIFIED FINANCIAL PLANNER™ and earned the designations of Family Wealth Advisor and Certified Exit Planning Advisor. In 2021, Jason was recognized as a Forbes Best-In-State Wealth Advisors, an award earned by only 120 advisors in Michigan.

Jason grew up in the Detroit area, except for two childhood years living in Hong Kong – an impactful time that opened his appreciation for new people, experiences and challenges. Jason graduated from Brother Rice High School and Michigan State University both with Honors. 

Jason and his wife have three children, and he coaches their basketball and soccer teams and enjoys volunteering at their school. They live in Birmingham, Michigan. Jason has competed in over 20 Mackinac races, winning back- to-back in 2009 and 2010. In his spare time, Jason is an avid reader, enjoying books on leadership, business, military, survival, and psychology.

Bob has served in the investment industry for more than 60 years, and today his main focus is providing the team with market technical analysis, his specialty. Bob started his career at Paine Webber in 1961, which became UBS. In 2008, Bob moved his team to Smith Barney (renamed Morgan Stanley Wealth). Together, they launched Famiglia Wealth as a new independent firm in 2021. In addition to being the team’s patriarch, Bob is the father of two of our teammates, Elizabeth Silver and Suzanne Minister.

Bob is a graduate of Michigan State University, where he majored in mathematics, physics and education. An avid and accomplished golfer who enjoys a good game of gin.

Beth began her career in real estate sales and worked as a mortgage loan officer for 12 years. She joined UBS in 2004 to work on the advisory team led by her father, Bob Alati. The team moved to Smith Barney (now Morgan Stanley) in 2008, and Beth was part of the team that launched Famiglia Wealth in 2021.

Beth graduated from Arizona State University with a degree in psychology. She currently lives in Bloomfield, Michigan. A true soccer mom, Beth has a son (college grad) and a daughter (college scholarship athlete).

With more than 10 years of experience, Adam serves as our team’s financial planning specialist. He holds both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. Adam spent the first chapter of his career at a boutique wealth management firm in Philadelphia, where he gained experience in helping address the wealth management needs of ultra-high-net-worth clients. 

Adam graduated from Syracuse University with degrees in philosophy and policy studies. Adam's interests include playing golf, playing the guitar and piano, and travelling. Adam and his wife, Kelsey, live in Oakland Township, Michigan, with their two daughters. The couple is active with the Rochester Community Schools Parent Advisory Committee.

Sue began her career more than 20 years ago, when she joined the Paine Webber team led by her father Bob Alati. She moved with the team to Morgan Stanley in 2008 and was part of the transition to independence with the launch of Famiglia Wealth in 2021.

Sue received her Bachelor of Science degree from Purdue University and did her Master of Science work at North Carolina State University.

Sue loves to travel both domestically and internationally for new experiences with her husband, Glen, and their two young sons.

Robyn has more than 20 years of wealth management experience and serves as a Director of Operations.  She applies her knowledge and understanding of our firm’s operations to streamline and improve the day-to-day experience of our clients. She began her career at an accounting firm, where she audited local credit unions.

She graduated from Walsh College with a degree in accounting. Robyn received the Professional Ambassador Award in 2019.

Today, she enjoys singing at weddings and special events, sailing, and volunteering with the Birmingham Optimist Club.