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$5+ trillion
In invested assets globally
As of 11/07/2023
Building the foundation of your financial life goals.
No matter what your age, or where you are on your planning journey, we can help steer you down the right path. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to financial planning, it's never too early to start.
The challenges women breadwinners face embracing their financial clout
In our latest Own your worth survey, we found that nearly one third of high-earning women in heterosexual couples are the primary breadwinner. Yet many remain less engaged than men breadwinners in financial decision-making. How can financial participation, planning and the support of financial professionals help correct this imbalance?
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Growing up, I always loved any kind of math problem. I found great satisfaction from working through the problem sets knowing at the end I would either be right or wrong. I of course preferred to be more right than wrong but it was black or white – no gray area. As a result, choosing to study electrical engineering with a minor in mathematics at Union College in Schenectady, New York was an easy decision for me. After many nights and weekends in the lab (talking to the circuit board) I realized that I missed people and I'm thrilled I did because the most sophisticated, rewarding problem sets I have ever solved have been with and for my clients.
Whether you are an entrepreneur or venture capitalist who recently sold a company; a newly minted divorcee who gets to rebrand the wealth in your name only; or a dual working couple with growing wealth and lots of moving parts, my job is to make sure your wealth does everything you want it to do. For my clients, I have learned, the right solution is about the return—and also the focus of their wealth. The gray area matters profoundly.
Personal & Community
CA Life Insurance #0E10968
Education
Credentials
Lets connect
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Growing up, I always loved any kind of math problem. I found great satisfaction from working through the problem sets knowing at the end I would either be right or wrong. I of course preferred to be more right than wrong but it was black or white – no gray area. As a result, choosing to study electrical engineering with a minor in mathematics at Union College in Schenectady, New York was an easy decision for me. After many nights and weekends in the lab (talking to the circuit board) I realized that I missed people and I'm thrilled I did because the most sophisticated, rewarding problem sets I have ever solved have been with and for my clients.
Whether you are an entrepreneur or venture capitalist who recently sold a company; a newly minted divorcee who gets to rebrand the wealth in your name only; or a dual working couple with growing wealth and lots of moving parts, my job is to make sure your wealth does everything you want it to do. For my clients, I have learned, the right solution is about the return—and also the focus of their wealth. The gray area matters profoundly.
Personal & Community
CA Life Insurance #0E10968
Education
Credentials
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
