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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
Christine is a CERTIFIED FINANCIAL PLANNER who takes a holistic approach to managing wealth.
Chris has the power to listen. She has been told that when she listens, her world shuts down around her. She wants to see her clients succeed in life, and is resourceful to find a way to make it happen. She will keep looking for the right match until she is satisfied with the right fit.
After obtaining her undergraduate degree from Rutgers University, Chris received her MBA from the University of Connecticut. She lives with her partner, Erica, and their son, Garrett, in New Jersey. They have such a love for outdoor activities and nature that they named their son after their favorite place to go hiking.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Christine is a CERTIFIED FINANCIAL PLANNER who takes a holistic approach to managing wealth.
Chris has the power to listen. She has been told that when she listens, her world shuts down around her. She wants to see her clients succeed in life, and is resourceful to find a way to make it happen. She will keep looking for the right match until she is satisfied with the right fit.
After obtaining her undergraduate degree from Rutgers University, Chris received her MBA from the University of Connecticut. She lives with her partner, Erica, and their son, Garrett, in New Jersey. They have such a love for outdoor activities and nature that they named their son after their favorite place to go hiking.
Recognized as an industry leader:
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
