Senior Vice President–Wealth Management
Private Wealth Advisor
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.
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
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.
Credentials
Let's connect
Senior Vice President–Wealth Management
Private Wealth Advisor
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.
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
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.
Credentials
Let's connect
Managing Director–Wealth Management
Private Wealth Advisor
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.
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
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.
Credentials
Let's connect
Managing Director–Wealth Management
Private Wealth Advisor
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.
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
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.
Credentials
Let's connect
Director
Financial Advisor
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
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.
Credentials
Let's connect
Director
Financial Advisor
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
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.
Credentials
Let's connect
Senior Wealth Strategy Associate
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.
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
Senior Wealth Strategy Associate
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.
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
Senior Wealth Strategy Associate
Chartered Financial Analyst®
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.
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
Credentials
Senior Wealth Strategy Associate
Chartered Financial Analyst®
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.
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
Credentials
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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