Email Me
$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Portfolio Manager
Cathy began her career as a financial consultant 38 years ago. After graduating from Barnard College, she joined the training program at Smith Barney. After 33 years at the firm (which later became Morgan Stanley), she joined UBS Financial Services in 2013. With nearly four decades of experience, Cathy has advised clients through varying market cycles, working with high net worth clients of different backgrounds from across the US and abroad.
As a Financial Advisor she prioritizes her relationships with her clients. She recognizes their diverse needs and interests, while also anticipating how these may change over time. Drawing upon her experience, knowledge and the resources of UBS, Cathy offers customized wealth management advice and personalized service. She works closely to develop an investment strategy based on a client’s financial needs, risk propensity and time horizon. This includes everything from financing a first home to saving for college, planning for retirement, and other life changing events. Her approach recognizes that financial planning is an ongoing process, where needs and objectives may change over time.
A native New Yorker, Cathy both loves to explore the city’s contemporary arts scene and lazy Sundays with the New York Times crossword puzzles. She also enjoys spending time with her husband, their two daughters, and furry, four-legged grandson.
Credentials
Senior Vice President–Wealth Management
Portfolio Manager
Cathy began her career as a financial consultant 38 years ago. After graduating from Barnard College, she joined the training program at Smith Barney. After 33 years at the firm (which later became Morgan Stanley), she joined UBS Financial Services in 2013. With nearly four decades of experience, Cathy has advised clients through varying market cycles, working with high net worth clients of different backgrounds from across the US and abroad.
As a Financial Advisor she prioritizes her relationships with her clients. She recognizes their diverse needs and interests, while also anticipating how these may change over time. Drawing upon her experience, knowledge and the resources of UBS, Cathy offers customized wealth management advice and personalized service. She works closely to develop an investment strategy based on a client’s financial needs, risk propensity and time horizon. This includes everything from financing a first home to saving for college, planning for retirement, and other life changing events. Her approach recognizes that financial planning is an ongoing process, where needs and objectives may change over time.
A native New Yorker, Cathy both loves to explore the city’s contemporary arts scene and lazy Sundays with the New York Times crossword puzzles. She also enjoys spending time with her husband, their two daughters, and furry, four-legged grandson.
Credentials
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
