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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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