$5+ trillion
In invested assets globally
As of 11/07/2023
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Wealth Strategy Associate
Cassandra joined UBS in June 2014 after receiving her M.B.A. from Quinnipiac University. With over seven years of experience in wealth management, she is well-versed in clients’ differing financial situations and goals. As a Certified Financial Planner® professional, Cassandra creates and implements financial plans for our clients and their families. She understands the importance of developing a financial plan in order to align a client’s goals and assets, and to create a road map for financial success. Her in-depth understanding of each client’s entire financial picture allows us to provide a better level of service. Prior to UBS, she worked with an independent advisor, gaining experience in the financial services industry while completing her M.B.A. studies.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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