$3.9 trillion
In invested assets globally
As of 12/31/2022
As an executive, entrepreneur or investment fund partner, you’ve built your success with hard work and commitment.
You want to know that your wealth will continue to enrich your life. At Evolution Wealth Partners, we understand this priority and we have the resources and insight to help.
We are Private Wealth Advisors, members of an exclusive division of UBS AG, one of the world’s largest global wealth managers. Because we offer privileged access to the institutional capabilities and planning resources from across the entire firm, our team of experienced professionals is well-positioned to explore every opportunity to help you pursue your most important goals. In fact, our focus extends well beyond your investment needs to the more complex wealth challenges you may be facing within your family, your business and the legacy you’re building. Our team serves only a select number of relationships, managing our clients’ full financial lives so that they are free to pursue their passions and spend more time with loved ones.
You have successfully registered for this event.
Your submission was unsuccessful.
Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.
A commitment to understanding you
As a Private Wealth Advisor, Garrett genuinely wants to make his clients’ lives better. He helps them pursue growth, takes financial tasks off their plate and educates them about wealth management. Garrett works intimately with a select group of successful families to provide guidance and build financial confidence. He specializes in bringing clarity and custom solutions to complex financial situations. Garrett’s empathy and humility enable him to become a trusted guide and develop deep relationships with clients.
“I genuinely care about my clients’ successes and failures, and will do anything I can to help them have more of the former while avoiding the latter.”
Garrett bought his first mutual fund when he was 12 years old with money he made from his paper route and mowing lawns. His parents were positive financial role models who taught him the value of saving and making your money work for you. His financial career began during the Great Recession of 2008, managing money for institutions. Through that baptism of fire, Garrett learned the importance of tuning out market noise and maintaining a disciplined investment strategy. He shares this knowledge with his clients today.
Experience
Credentials
Life
A personal approach to your wealth
For more than 30 years, Siri has helped high net worth families manage all the facets of their financial lives. But she also goes beyond the money to understand the personal and emotional aspects of her clients’ wealth. Siri and her fellow team members seek to handle day-to-day financial details for busy people and give them confidence that their wealth will endure. Being a Private Wealth Advisor is more than a job to Siri. She builds caring relationships with the people she serves, earning their trust with her integrity and genuine interest in who they are.
“My clients and I have close, caring relationships. They know they can trust me to take care of them in an ethical and honest manner.”
An international investment course in college sparked Siri’s interest in money management. Among her first jobs were positions in the investment divisions of trust companies. She enjoyed getting to know the clients and understanding the intricacies of their situations and goals. She moved to private wealth at Credit Suisse in 1997, where she discovered a love for the family office service model, as opposed to a sole focus on investment management. Siri joined UBS in 2009, and is the senior advisor on her current team.
Experience
Credentials
Life
Allie joined Evolution Wealth Partners after five years on UBS’ Portfolio Advisory Group (PAG), a team dedicated to delivering comprehensive, research-driven asset allocation and portfolio strategy advice to UBS's Financial Advisors and their ultra-high net worth clients. As a Financial Advisor, Allie focuses on portfolio construction, investment due diligence, manager selection, and ongoing portfolio management for the team’s clients. She is committed to understanding clients’ full financial picture in order to align their investments to their goals and values, and customize portfolios to their income needs, liquidity needs, and sustainability objectives.
Experience
Credentials
Life
Building strong relationships through proactive service
Katrina enjoys building personal relationships with clients and their families as she helps address their financial needs. Becoming involved with her clients’ lives allows her to understand their broader goals and wishes. Katrina’s focus is on clients as individuals and families, not solely on their portfolios.
“Our close-knit team enjoys working together, and enjoys building personal relationships with our clients. We aim to become a part of their family so they feel comfortable reaching out for any advice they need.”
As the team’s operations and office manager, Katrina provides a high level of communication to clients and to their tax and legal advisors. She is dedicated to delivering efficient service, with a warmth and friendliness that people can connect with. Her responsibilities include making asset transfers, managing account opening and maintenance, facilitating banking and lending services, implementing portfolio changes, and building Financial Goal Analysis plans.
Experience
Credentials
Life
Tailoring solutions for lasting client success
With a passion for Wall Street since studying economics and finance in college, Jerry’s career has been focused on providing clients with prompt service and the right solutions to meet their needs. He finds it extremely rewarding to help clients reach their financial and estate planning goals.
“It’s all about focusing on our clients: providing them with timely service and enhancing their overall experience.”
Jerry supports trading, operations, and administration for the team while also helping with cash management, portfolio management, portfolio reporting, and analytics. With the highest degree of integrity, he maintains a singular focus on doing what is best for clients.
Experience
Credentials
Life
A commitment to understanding you
As a Private Wealth Advisor, Garrett genuinely wants to make his clients’ lives better. He helps them pursue growth, takes financial tasks off their plate and educates them about wealth management. Garrett works intimately with a select group of successful families to provide guidance and build financial confidence. He specializes in bringing clarity and custom solutions to complex financial situations. Garrett’s empathy and humility enable him to become a trusted guide and develop deep relationships with clients.
“I genuinely care about my clients’ successes and failures, and will do anything I can to help them have more of the former while avoiding the latter.”
Garrett bought his first mutual fund when he was 12 years old with money he made from his paper route and mowing lawns. His parents were positive financial role models who taught him the value of saving and making your money work for you. His financial career began during the Great Recession of 2008, managing money for institutions. Through that baptism of fire, Garrett learned the importance of tuning out market noise and maintaining a disciplined investment strategy. He shares this knowledge with his clients today.
Experience
Credentials
Life
A personal approach to your wealth
For more than 30 years, Siri has helped high net worth families manage all the facets of their financial lives. But she also goes beyond the money to understand the personal and emotional aspects of her clients’ wealth. Siri and her fellow team members seek to handle day-to-day financial details for busy people and give them confidence that their wealth will endure. Being a Private Wealth Advisor is more than a job to Siri. She builds caring relationships with the people she serves, earning their trust with her integrity and genuine interest in who they are.
“My clients and I have close, caring relationships. They know they can trust me to take care of them in an ethical and honest manner.”
An international investment course in college sparked Siri’s interest in money management. Among her first jobs were positions in the investment divisions of trust companies. She enjoyed getting to know the clients and understanding the intricacies of their situations and goals. She moved to private wealth at Credit Suisse in 1997, where she discovered a love for the family office service model, as opposed to a sole focus on investment management. Siri joined UBS in 2009, and is the senior advisor on her current team.
Experience
Credentials
Life
Allie joined Evolution Wealth Partners after five years on UBS’ Portfolio Advisory Group (PAG), a team dedicated to delivering comprehensive, research-driven asset allocation and portfolio strategy advice to UBS's Financial Advisors and their ultra-high net worth clients. As a Financial Advisor, Allie focuses on portfolio construction, investment due diligence, manager selection, and ongoing portfolio management for the team’s clients. She is committed to understanding clients’ full financial picture in order to align their investments to their goals and values, and customize portfolios to their income needs, liquidity needs, and sustainability objectives.
Experience
Credentials
Life
Building strong relationships through proactive service
Katrina enjoys building personal relationships with clients and their families as she helps address their financial needs. Becoming involved with her clients’ lives allows her to understand their broader goals and wishes. Katrina’s focus is on clients as individuals and families, not solely on their portfolios.
“Our close-knit team enjoys working together, and enjoys building personal relationships with our clients. We aim to become a part of their family so they feel comfortable reaching out for any advice they need.”
As the team’s operations and office manager, Katrina provides a high level of communication to clients and to their tax and legal advisors. She is dedicated to delivering efficient service, with a warmth and friendliness that people can connect with. Her responsibilities include making asset transfers, managing account opening and maintenance, facilitating banking and lending services, implementing portfolio changes, and building Financial Goal Analysis plans.
Experience
Credentials
Life
Tailoring solutions for lasting client success
With a passion for Wall Street since studying economics and finance in college, Jerry’s career has been focused on providing clients with prompt service and the right solutions to meet their needs. He finds it extremely rewarding to help clients reach their financial and estate planning goals.
“It’s all about focusing on our clients: providing them with timely service and enhancing their overall experience.”
Jerry supports trading, operations, and administration for the team while also helping with cash management, portfolio management, portfolio reporting, and analytics. With the highest degree of integrity, he maintains a singular focus on doing what is best for clients.
Experience
Credentials
Life
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
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.
Given our experience helping entrepreneurs and founders launch, evolve and exit their companies, we believe our advice can add value at every stage. It can take as long as five years or more to exit a business, so connecting now to address critical pre-liquidity and estate planning considerations can positively impact your long-term goals and the next generation, post-sale.
Are you looking for innovative ways to tackle some of the world’s most pressing social and environmental problems? Building on our 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to maximize your impact. Together we can make a difference—with your passion and our expertise.
Prepared for opportunity, protected in times of volatility
Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.
Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.
Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
When it comes to comprehensive wealth management, you need to look at both sides of your balance sheet. Working closely with UBS lending specialists and credit research analysts, we can help you determine the right liquidity strategy for your needs, goals and circumstances.
How we helped a public-company CEO with strategic equity compensation planning and generational wealth planning.
How we used prudent planning to guide a forward-thinking founder through his IPO and beyond.
How we helped a newly single parent gain confidence about her future during a time of change.
Your submission was unsuccessful.
$3.9 trillion
In invested assets globally
As of 12/31/2022
More than 150 years
offering financial advice
Your message has been successfully submitted.
Your submission was unsuccessful.