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, 2022The 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.

• 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, 2022The 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 12 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 creating and managing various portfolio strategies for our substantial families and has been instrumental in the creation and management of our group's SRI portfolio, Thetis. Jordan also structures and implements sophisticated option strategies, investment manager due diligence and monitoring, and relationship management. 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 licenses and is a holder of the Chartered Financial Analyst® designation.

Jordan is originally from California and lives in Manhattan with his wife Charlene and daughters Amelie and Noa.

• 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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Susannah joined UBS in March 2018. She has over 8 years of experience in the Financial Services industry. Prior to joining UBS, Susannah was a Senior Accountant at The Carlyle Group in Washington, DC. She graduated in 2010 from North Carolina State University where she received her B.S. in Business Administration with a concentration in Finance. Susannah is Series 7 and Series 66 licensed.

Susannah is originally from North Carolina and currently resides in Center City, Philadelphia.

Registered States:

CA, CT, DE, FL, GA, IL, ME, MD, MO, NJ, NY, NC, PA, TX, VA, WY

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Jason has over 5 years of experience in the financial services industry, specifically in the counterparty credit risk space. He joined UBS from Deutsche Bank, where he was a risk professional managing the risk exposure of Deutsche Bank’s wealth management business. He started his career at Barclays as a hedge fund credit analyst, where he actively managed the trading relationships with leveraged fund clients. 

At Evergreen, his responsibilities include thorough analysis on clients' financials and investment opportunities, asset allocation, due diligence and monitoring on investment managers, as well as portfolio rebalance and trade execution. He received his B.S. in Finance from the Bernard M. Baruch College. Jason holds Series 7 and 66, and is a holder of both Chartered Financial Analyst® and Financial Risk Manager® designations. He is originally from Shanghai, China and now resides in Manhattan with his wife Claire.

• Chartered Financial Analyst®