Global access. Strategic solutions.

Private Wealth Management

[PWM] Madrid, Spain

Achievement is earned, legacies are built

Though my clients often choose me for my comprehensive wealth management experience, I look beyond the tactical guidance and take a much more expansive view of my role. I commit to understanding you, your family, business and personal priorities, as well as your total financial picture.

With the firm's rich tradition of advising the most accomplished individuals, I am not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency.

Diana Skerl

Managing Director–Wealth Management

Senior Portfolio Manager

Diana is the senior portfolio manager for the Portfolio Management Program, specializing in customized portfolio construction and investment process. She believes that each investor is unique and thus the portfolio should reflect investment objectives and risk tolerance accordingly. Part of the process includes portfolio protection strategies, regular quarterly reviews, and client inclusion. Diana also believes that an informed investor will have a better experience and feel more comfortable with asset management. She is a Private Wealth Advisor, which requires a rigorous accreditation process.

Outside UBS, Diana lives with her husband and two children. She actively supports all her children's schools and local institutions, and is a member of the Junior League and the Briar Club. Hobbies include music, travel and scuba diving.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • LA
  • MA
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

  • M.B.A., Columbia University
  • B.B.A., Texas Christian University

Credentials

  • Senior Portfolio Manager
  • Private Wealth Advisor
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
  • (212) 713-7989

Email Me

Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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