Senior Vice President–Investments
Institutional Consultant, UBS Institutional Consulting Program
Nena Brackett has 33 years of security industry experience, all with UBS Financial Services, Inc. and heads Brackett Martin Wealth Management within UBS. She holds a BBA from the University of Texas, Austin, is an active member of Investment Management Consultants Association and is a Certified Investment Management Analyst (CIMA®) through The Wharton School of Business. Nena is a Senior Vice President - Investments, Senior Institutional Consultant, Retirement Plans Consultant and is a member of the elite UBS Institutional Consulting Group.
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–Investments
Institutional Consultant, UBS Institutional Consulting Program
Nena Brackett has 33 years of security industry experience, all with UBS Financial Services, Inc. and heads Brackett Martin Wealth Management within UBS. She holds a BBA from the University of Texas, Austin, is an active member of Investment Management Consultants Association and is a Certified Investment Management Analyst (CIMA®) through The Wharton School of Business. Nena is a Senior Vice President - Investments, Senior Institutional Consultant, Retirement Plans Consultant and is a member of the elite UBS Institutional Consulting Group.
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
Financial Advisor
Kris began her career in 1997 with PaineWebber's Managed Account Consulting Group. As a Technical Analyst, she assisted financial advisors with constructing goals-based portfolios and selecting investment management strategies. Her experience includes Consulting Group Analyst at Graystone Consulting (a separate business of Morgan Stanley Wealth Management) where she conducted Investment Manager due diligence and Senior Financial Advisor at Merrill Lynch where she served as an analyst/portfolio manager. Kris has spent the majority of her career as an Institutional Analyst and Financial Advisor at UBS Financial Services where she is dedicated in assisting foundations/endowments, non-profit organizations, corporate executives, and committee members with fulfilling their fiduciary responsibilities. Over the years, Kris has gained extensive knowledge in investment policy, portfolio/investment analytics and portfolio trading.
Kris graduated from Pennsylvania State University and has earned the Certified Investment Management Analyst (CIMA) designation from Investments and Wealth Institute and is FINRA licensed holding Series 7 and 66 licenses.
Registered States: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, LA, MA, MD, ME, MI, MS, NH, NV, NY, OR, PA, SC, TN, TX, VA, VI, VT, WY
Financial Advisor
Kris began her career in 1997 with PaineWebber's Managed Account Consulting Group. As a Technical Analyst, she assisted financial advisors with constructing goals-based portfolios and selecting investment management strategies. Her experience includes Consulting Group Analyst at Graystone Consulting (a separate business of Morgan Stanley Wealth Management) where she conducted Investment Manager due diligence and Senior Financial Advisor at Merrill Lynch where she served as an analyst/portfolio manager. Kris has spent the majority of her career as an Institutional Analyst and Financial Advisor at UBS Financial Services where she is dedicated in assisting foundations/endowments, non-profit organizations, corporate executives, and committee members with fulfilling their fiduciary responsibilities. Over the years, Kris has gained extensive knowledge in investment policy, portfolio/investment analytics and portfolio trading.
Kris graduated from Pennsylvania State University and has earned the Certified Investment Management Analyst (CIMA) designation from Investments and Wealth Institute and is FINRA licensed holding Series 7 and 66 licenses.
Registered States: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, LA, MA, MD, ME, MI, MS, NH, NV, NY, OR, PA, SC, TN, TX, VA, VI, VT, WY
Senior Client Associate
Rachael has more than 25 years experience in the financial services industry. She joined UBS Financial Services Inc. in 2014. Rachael's responsibilities include administrative and operational support interfacing with team members and clients.
Senior Client Associate
Rachael has more than 25 years experience in the financial services industry. She joined UBS Financial Services Inc. in 2014. Rachael's responsibilities include administrative and operational support interfacing with team members and clients.
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
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
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