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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
First Vice President–Wealth Management
Corinne is a First Vice President and Portfolio Manager at UBS Wealth Management. Corinne joined UBS in 2008, after 21 years at Smith Barney as a Senior Investment Management Consultant. Over the past 33 years Corinne has helped clients manage their wealth throughout various market cycles. With her clients, she emphasizes total portfolio management with a focus on retirement income and estate planning. Corinne also reviews clients insurance needs such as their coverage in both life and long term care insurance. As a financial advisor her mission is to work with clients to articulate their immediate and future goals through concise and thorough financial planning.
Corinne graduated from University of Oregon in 1986 with a Bachelor of Science degree in Economics. Corinne actively volunteers for various local organizations including the Mount Baker Rowing club and Garfield High School. She lives in Seattle with her husband and their 2 sons.
CA License #0D94124
Education
Credentials
Corinne enjoys educating and empowering clients in making major decisions and informed choices about all aspects of their financials.
First Vice President–Wealth Management
Corinne is a First Vice President and Portfolio Manager at UBS Wealth Management. Corinne joined UBS in 2008, after 21 years at Smith Barney as a Senior Investment Management Consultant. Over the past 33 years Corinne has helped clients manage their wealth throughout various market cycles. With her clients, she emphasizes total portfolio management with a focus on retirement income and estate planning. Corinne also reviews clients insurance needs such as their coverage in both life and long term care insurance. As a financial advisor her mission is to work with clients to articulate their immediate and future goals through concise and thorough financial planning.
Corinne graduated from University of Oregon in 1986 with a Bachelor of Science degree in Economics. Corinne actively volunteers for various local organizations including the Mount Baker Rowing club and Garfield High School. She lives in Seattle with her husband and their 2 sons.
CA License #0D94124
Education
Credentials
Corinne enjoys educating and empowering clients in making major decisions and informed choices about all aspects of their financials.
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.
A year of inflections
Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
