A positive impact for a lasting legacy

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Angela has over 19 years of experience advising substantial families on sophisticated investment strategies with implementation focused on helping to manage risk, liquidity and, where appropriate, socially responsible and impact investments. In addition, Angela brings a unique experience and skillset to families regarding family business succession planning, family governance, legacy and intergenerational wealth planning, and impactful philanthropy. Prior to joining UBS in 2008, Angela was a Private Banker at Lehman Brothers Private Investment Management having begun her financial services career at J.P. Morgan Private Bank (Morgan Guaranty Trust).

Angela serves on multiple boards. She recently joined the Board of Directors of Jumia, a for profit e-commerce platform operating in Africa. She is a Trustee of the Doris Duke Charitable Foundation (Chair Investment Committee for $1.8B endowment), on the Board of Directors of Grace Farms Foundation, Grassroot Soccer, and the Global Health Alliance, and was selected as a Founding Member of the United Nations Foundation Global Entrepreneurs Council (Emeritus). She also is an advisor to Beespace and One Community Films. Angela is active in the Cornell community most notably: Cornell Trustee Alumni Network, Johnson Graduate School of Management at Cornell University, and Entrepreneurship@Cornell. She was awarded the Wilbur Parker Award for her work in diversity and was recently selected as the recipient of the Robert J. Swieringa Service Award. 

Angela is a member of the Social Investment Forum and the Economic Club of New York. She earned an M.B.A. from Johnson Graduate School of Management at Cornell University and an M.A. in Linguistics from the University of Konstanz, Germany. Angela lives with her husband and son in Brooklyn and Ithaca, is fluent in German, and enjoys pushing boundaries having run six marathons and scaled Mt. Kilimanjaro.

• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2020, 2021The 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 Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 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.

• Private Wealth Advisor
• Senior Portfolio Manager
• Family Office Consultant

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Prior to joining UBS, Bonnie spent over 15 years as a tax attorney and certified public accountant advising entrepreneurs, C-level executives and closely-held businesses however, does not perform this function at UBS. Her technical training and years of industry experience allow her to assist in the planning process as well as provide a full complement of expertise rarely available from one individual. Bonnie specializes in personal and corporate tax strategies. As the prior Chair of the American Bar Association Estate and Gift Tax Committee, Bonnie was engaged in current legislative decisions regarding tax and estate planning. Her committee was responsible for the dissemination of this information to attorneys and the public. Bonnie is also a former member of the Philadelphia, Pennsylvania and New Jersey Bar Associations, and serves on the Board of Directors for the Drexel University Advisory Leadership Council. Bonnie has an L.L.M. in taxation from New York University, a J.D. from Temple University and a B.S. from Drexel University, cum laude. She also studied international human rights law at Oxford University.

Bonnie lives in Philadelphia with her husband, Phil, and their two daughters, Lucie and Catie.

• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The 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 Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 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.

• Private Wealth Advisor
• Family Office Consultant

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Jordan has over 17 years of experience in financial services.  He joined UBS Private Wealth Management from BNP Paribas where he was a Vice President on the Global Equities, Commodities and Derivatives platform. Jordan's responsibilities include designing and implementing sophisticated wealth management strategies for our substantial families.  In this role Jordan dives into the details pulling together disparate financial information and formulating it into a comprehensive and succinct financial plan.

Jordan received his B.A. from Indiana University and his M.B.A. from New York University's Stern School of Business. He holds Series 7, 24, 63, and 65 FINRA licenses. Jordan is also a licensed life, property & casualty insurance agent and holds the Chartered Financial Analyst® designation.

After spending 15 years in New York Jordan is returned home to California in 2020 where he lives with his wife Charlene and two daughters Amelie and Noa. 

In his spare time, Jordan enjoys swimming, mountain biking and playing tennis. 

California insurance license #4086301

• Private Wealth Advisor
• Chartered Financial Analyst®

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Mimi has over 6 years of experience in the financial services industry. She joined UBS Private Wealth Management from CIBC Wood Gundy in Vancouver, Canada where she was an Investment Advisor advising HNW individuals on tax advantaged investing, non-resident investing, and structured products. Mimi’s responsibilities include reviewing portfolio strategies for our substantial families, investment products due diligence, and relationship management. Mimi received her B.Sc from the University of Southern California, Marshall School of Business and her M.B.A from the University of Toronto’s Rotman School of Management.

Mimi is a Forté Fellow awarded by the Forté Foundation for women leaders in business, as well as a Reaching Out MBA (ROMBA) Fellow awarded by the ROMBA organization for LGBTQ business leaders. Mimi is passionate about diversity and inclusion initiatives and enjoys pushing her limits having run 3 international marathons.

Mimi is originally from Vancouver, Canada and now resides in Manhattan.

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Jason has over 10 years of experience in the financial services industry. He started his career at Barclays managing counterparty credit risk on over 80 hedge fund and leveraged fund clients. At Evergreen, his responsibilities include thorough analysis on clients' financials and investment opportunities, asset allocation, extensive due diligence on investment opportunities, as well as portfolio rebalance and trade execution.

He received his B.S. in Finance from the Bernard M. Baruch College. He holds Series 7 and 66, and is a holder of both Chartered Financial Analyst® and Financial Risk Manager® designations.

Jason is an avid basketball and soccer fan. Originally from Shanghai, China, he now resides in Manhattan with his wife Claire and boy Aiden.

• Chartered Financial Analyst®

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Shem started his career in the UBS Institutional Advisory Group in 2020, where he provided advice on equity compensation plans and financial planning. At Evergreen, Shem covers various responsibilities, including monitoring portfolios, analyzing investment performance, rebalancing asset allocations, and providing support for client relationships.

Shem received his B.S. in Economics from Monmouth University, where he competed on a full scholarship as a NCAA Division I tennis athlete. He then completed his MBA in Finance at Wagner College, where he was the head coach for Men’s Tennis Team.

Shem was an ATP ranked player in both singles and doubles. Originally from Poland, he now lives with his wife Faith in New York.

Allissa started working for UBS Evergreen in March 2022. Before joining the team, she worked as a public-school educator. In 2019, Allissa obtained her M.Ed. from Concordia University with a focus in Mathematics.

At Evergreen, she handles the day-to-day operational logistics for the team as well as client scheduling, general account servicing, and other administrative tasks. 

Allissa is a newlywed and lives with her husband Deepak in New York.