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$5+ trillion
In invested assets globally
As of 11/07/2023
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
Elaine has been offering investment guidance and a full range of investment services since 1977, when she was hired as the first female trainee in the Paine Webber Denver office. Since then, she has provided high net worth individuals, families and foundations expertise in all aspects of wealth management.
Elaine grew up in Connecticut, has a BS in Special Education from Boston University and an MS in Counseling from Southern Connecticut State University. She is a member of the Investments and Wealth Institute (IWI) and has earned its designation of Certified Investment Management Analyst (CIMA®) from The Wharton School.
Elaine has a passion for community service, having served on the boards of The Women's Foundation of Colorado, Jewish Family Service, United Cerebral Palsy, Judy's House, University of Colorado Parent Association Executive Committee and most recently Project PAVE. She is a 2004 Girl Scout's Mile-Hi Woman of Distinction and was honored as a 2004 Women's Leader of Excellence by the Colorado Women's Leadership Coalition.
In her free time, Elaine loves to play golf, is an avid reader and tinkers around with the piano. She also loves spending time with her husband Alan, sons Matt and Zach and her lovely daughter-in-law Whitney.
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
Elaine has been offering investment guidance and a full range of investment services since 1977, when she was hired as the first female trainee in the Paine Webber Denver office. Since then, she has provided high net worth individuals, families and foundations expertise in all aspects of wealth management.
Elaine grew up in Connecticut, has a BS in Special Education from Boston University and an MS in Counseling from Southern Connecticut State University. She is a member of the Investments and Wealth Institute (IWI) and has earned its designation of Certified Investment Management Analyst (CIMA®) from The Wharton School.
Elaine has a passion for community service, having served on the boards of The Women's Foundation of Colorado, Jewish Family Service, United Cerebral Palsy, Judy's House, University of Colorado Parent Association Executive Committee and most recently Project PAVE. She is a 2004 Girl Scout's Mile-Hi Woman of Distinction and was honored as a 2004 Women's Leader of Excellence by the Colorado Women's Leadership Coalition.
In her free time, Elaine loves to play golf, is an avid reader and tinkers around with the piano. She also loves spending time with her husband Alan, sons Matt and Zach and her lovely daughter-in-law Whitney.
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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