Vice President–Wealth Management
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
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.
Vice President–Wealth Management
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
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.
Senior Registered 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 Registered 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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