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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Emily W. Van Hoorickx has focused on equity compensation programs and financial planning for over 30 years. She is a Certified Financial Planner (CFP), Certified Equity Professional (CEP), and one of the select few advisors with a designation of Wealth Advisor. Additionally, she is a Corporate Services Financial Advisor, Corporate Stock Benefit Consultant, and a member of the Equity Plan Advisory Services (EPAS) group. Emily maintains licenses for multiple financial instruments and securities registration in all 50 states.
Emily leads a team that is dedicated to helping individuals develop and maintain a comprehensive wealth management plan, as well as working with corporations wishing to enhance the delivery of employee benefit plans.
In addition to her financial background, Emily's education includes a degree from the University of California at Berkeley, and has studied in Turnhout, Belgium and Oxford, England. She is a founding member of both the National Association of Stock Plan Professionals (NASPP), The Global Equity Organization (GEO). She is a two-time past-president of the Silicon Valley Chapter of NASPP and has also served as the Chair of Santa Clara University’s Certified Equity Professionals Institute (CEPI) twice. Emily has been married for over 30 years and has a college-aged daughter.
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
Managing Director–Wealth Management
Emily W. Van Hoorickx has focused on equity compensation programs and financial planning for over 30 years. She is a Certified Financial Planner (CFP), Certified Equity Professional (CEP), and one of the select few advisors with a designation of Wealth Advisor. Additionally, she is a Corporate Services Financial Advisor, Corporate Stock Benefit Consultant, and a member of the Equity Plan Advisory Services (EPAS) group. Emily maintains licenses for multiple financial instruments and securities registration in all 50 states.
Emily leads a team that is dedicated to helping individuals develop and maintain a comprehensive wealth management plan, as well as working with corporations wishing to enhance the delivery of employee benefit plans.
In addition to her financial background, Emily's education includes a degree from the University of California at Berkeley, and has studied in Turnhout, Belgium and Oxford, England. She is a founding member of both the National Association of Stock Plan Professionals (NASPP), The Global Equity Organization (GEO). She is a two-time past-president of the Silicon Valley Chapter of NASPP and has also served as the Chair of Santa Clara University’s Certified Equity Professionals Institute (CEPI) twice. Emily has been married for over 30 years and has a college-aged daughter.
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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UBS is a leading and truly global wealth manager
