Managing Director–Wealth Management
Financial Advisor
“People hire us for three reasons: they like us, they trust us, and they believe we're really good at what we do."
– William B. Finnerty
As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full time specialists that work with him in these areas to serve their clients with distinction.
Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.
Education
Will was the top finance graduate at Georgetown University's McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown's McDonough School of Business and remained an Adjunct Professor for 16 years.
Firm-wide Recognition
Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS's Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.
Licenses and certificates
Will holds Series 7 and 66 securities licenses.
Will holds the following designations:
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
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
“People hire us for three reasons: they like us, they trust us, and they believe we're really good at what we do."
– William B. Finnerty
As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full time specialists that work with him in these areas to serve their clients with distinction.
Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.
Education
Will was the top finance graduate at Georgetown University's McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown's McDonough School of Business and remained an Adjunct Professor for 16 years.
Firm-wide Recognition
Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS's Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.
Licenses and certificates
Will holds Series 7 and 66 securities licenses.
Will holds the following designations:
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
Education
Credentials
Director
Senior Wealth Strategy Associate
"Financial planning is a process, not a product” – Financial Planning Association
Carol is the Advanced Planning specialist on the team and works to address complex financial issues using wealth management and risk mitigation strategies. Her mission is to simplify clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. She also works with clients’ executive team members (Attorneys, CPAs, Insurance Agents, etc.) to help ensure that their overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.
Carol has worked on the team since 2006. In 2016, she earned the title of Associate Director from UBS.
Carol graduated Magna Cum Laude from Roanoke College with a B.A. in Business Administration. She later earned the CERTIFIED FINANCIAL PLANNERTM designation from Georgetown University, a professional designation that requires rigorous education, examination, experience and ethics requirements. She holds the Series 7 and 66 securities licenses.
Education
Director
Senior Wealth Strategy Associate
"Financial planning is a process, not a product” – Financial Planning Association
Carol is the Advanced Planning specialist on the team and works to address complex financial issues using wealth management and risk mitigation strategies. Her mission is to simplify clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. She also works with clients’ executive team members (Attorneys, CPAs, Insurance Agents, etc.) to help ensure that their overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.
Carol has worked on the team since 2006. In 2016, she earned the title of Associate Director from UBS.
Carol graduated Magna Cum Laude from Roanoke College with a B.A. in Business Administration. She later earned the CERTIFIED FINANCIAL PLANNERTM designation from Georgetown University, a professional designation that requires rigorous education, examination, experience and ethics requirements. She holds the Series 7 and 66 securities licenses.
Education
Director
Team Administrator
"Teamwork: The ability to work together towards a common vision." – Andrew Carnegie
The team’s success is dependent upon the individuals of the team working happily and efficiently together. As Team Administrator, Leighann is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning, and coordinating team meetings and events.
Additionally, having worked with the team since 2006 and at UBS since 2004, Leighann has extensive experience in client operations and is dedicated to providing world-class service to our clients.
In 2016, Leighann earned the title of Associate Director from UBS.
Leighann earned a B.S. in economics with a minor in Spanish from John Carroll University. She holds the Series 7 and 66 securities licenses.
Education
Director
Team Administrator
"Teamwork: The ability to work together towards a common vision." – Andrew Carnegie
The team’s success is dependent upon the individuals of the team working happily and efficiently together. As Team Administrator, Leighann is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning, and coordinating team meetings and events.
Additionally, having worked with the team since 2006 and at UBS since 2004, Leighann has extensive experience in client operations and is dedicated to providing world-class service to our clients.
In 2016, Leighann earned the title of Associate Director from UBS.
Leighann earned a B.S. in economics with a minor in Spanish from John Carroll University. She holds the Series 7 and 66 securities licenses.
Education
Associate Director
Senior Wealth Strategy Associate
As a young tax consultant, Foram enjoyed providing exceptional client service, yet realized something was missing—advising on investments. This realization prompted a series of decisions to position herself for a career in financial advisory and investment consulting.
Today, she co-manages the asset management and investment consulting responsibilities of Finnerty Partners at UBS. The team’s prudent approach to portfolio construction focuses on capital growth and preservation as well as risk reduction. The team evaluates each client’s unique circumstances and strives to maximize the probability of realizing their long-term goals.
In this role, Foram combines her years of corporate finance and tax consulting experience to execute trades, develop and dynamically review customized asset allocation strategies and investment solutions, oversee performance reporting and portfolio analysis, and conduct market and manager research. She sees this position as an opportunity to put her finance and investment acumen into practice and couple it with her love for client service.
Experience
-Senior Wealth Strategy Associate, UBS Private Wealth Management, Washington, DC branch office, 2021 – current
-Financial Controller, UBS Group Treasuries Division, Americas region
-Financial Controller, UBS Global Wealth Management, Swiss region
-Deputy Manager, consulting, PwC, India
-Senior Associate, consulting, BMR Advisors, India
Education and Credentials
-M.S., summa cum laude, Finance and Accounting, University of Mumbai, India
-Chartered Accountant (equivalent of CPA), Institute of Chartered Accountants of India CFA® charterholder
-Series 7, 63 and 65 securities licenses
Life
Foram lives in Nashville, TN with her husband. She enjoys cooking, baking, reading and spending time with close friends and family. She also loves to travel.
Associate Director
Senior Wealth Strategy Associate
As a young tax consultant, Foram enjoyed providing exceptional client service, yet realized something was missing—advising on investments. This realization prompted a series of decisions to position herself for a career in financial advisory and investment consulting.
Today, she co-manages the asset management and investment consulting responsibilities of Finnerty Partners at UBS. The team’s prudent approach to portfolio construction focuses on capital growth and preservation as well as risk reduction. The team evaluates each client’s unique circumstances and strives to maximize the probability of realizing their long-term goals.
In this role, Foram combines her years of corporate finance and tax consulting experience to execute trades, develop and dynamically review customized asset allocation strategies and investment solutions, oversee performance reporting and portfolio analysis, and conduct market and manager research. She sees this position as an opportunity to put her finance and investment acumen into practice and couple it with her love for client service.
Experience
-Senior Wealth Strategy Associate, UBS Private Wealth Management, Washington, DC branch office, 2021 – current
-Financial Controller, UBS Group Treasuries Division, Americas region
-Financial Controller, UBS Global Wealth Management, Swiss region
-Deputy Manager, consulting, PwC, India
-Senior Associate, consulting, BMR Advisors, India
Education and Credentials
-M.S., summa cum laude, Finance and Accounting, University of Mumbai, India
-Chartered Accountant (equivalent of CPA), Institute of Chartered Accountants of India CFA® charterholder
-Series 7, 63 and 65 securities licenses
Life
Foram lives in Nashville, TN with her husband. She enjoys cooking, baking, reading and spending time with close friends and family. She also loves to travel.
Client Associate
Hospitality at heart
Having grown up in a Southern setting and worked in the hospitality industry after college, Emily finds hospitality is second nature. Today, as part of Finnerty Partners, she brings her passion for helping others to the team and the clients they collectively serve.
Highly responsive client service
In her role as Executive Team Assistant, Emily assists a team she considers “some of the most intelligent and capable professionals focused on helping entrepreneurs and their families thrive.” She leans in when it comes to project management, scheduling, event management and communications to help them deliver comprehensive financial planning and exceptional service.
Experience
-Executive Team Assistant, UBS Private Wealth Management, March 2022 – present
-Employer Relations Manager. George Washington University School of Business, 2019 –2022
Sales Manager, Modus Hotels, 2018, 2019
-Business Travel Sales Manager, Greensboro High Point Marriott Airport, 2017, 2018
-Sales Manager, Springhill Suites by Marriott Greensboro, 2016, 2017
Education and credentials
-Master of Tourism with Management Leadership Certificate, George Washington University School of Business
-B.A., University of North Carolina at Greensboro Bryan School of Business
-One-year internship in Taipei, Taiwan
-Past president of Tourism for Tomorrow, a student organization aimed at cultivating future leaders in hospitality and related fields
Life
From spending time with her niece and nephew, to hosting friends and family, to watching her favorite Carolina sports teams compete, Emily loves spending time with others. Some of her hobbies are reading, cooking and exercising, including long walks around Washington, D.C.
Client Associate
Hospitality at heart
Having grown up in a Southern setting and worked in the hospitality industry after college, Emily finds hospitality is second nature. Today, as part of Finnerty Partners, she brings her passion for helping others to the team and the clients they collectively serve.
Highly responsive client service
In her role as Executive Team Assistant, Emily assists a team she considers “some of the most intelligent and capable professionals focused on helping entrepreneurs and their families thrive.” She leans in when it comes to project management, scheduling, event management and communications to help them deliver comprehensive financial planning and exceptional service.
Experience
-Executive Team Assistant, UBS Private Wealth Management, March 2022 – present
-Employer Relations Manager. George Washington University School of Business, 2019 –2022
Sales Manager, Modus Hotels, 2018, 2019
-Business Travel Sales Manager, Greensboro High Point Marriott Airport, 2017, 2018
-Sales Manager, Springhill Suites by Marriott Greensboro, 2016, 2017
Education and credentials
-Master of Tourism with Management Leadership Certificate, George Washington University School of Business
-B.A., University of North Carolina at Greensboro Bryan School of Business
-One-year internship in Taipei, Taiwan
-Past president of Tourism for Tomorrow, a student organization aimed at cultivating future leaders in hospitality and related fields
Life
From spending time with her niece and nephew, to hosting friends and family, to watching her favorite Carolina sports teams compete, Emily loves spending time with others. Some of her hobbies are reading, cooking and exercising, including long walks around Washington, D.C.
Wealth Strategy Associate
“I make sure the work I do for clients provides them with an exceptional client experience. I truly enjoy helping clients solve complex problems while helping them manage all aspects of their wealth."
Providing critical support across the team
As a core member of Finnerty Partners, Jacob lends critical support to the entire team of specialists, and helps deliver an exceptional client experience to a wide range of complex issues facing the team’s client base of entrepreneurs, business owners and their families. While primarily focused on client operations, financial planning and investment consulting, Jacob assists all six groups to offer advice to our clients across the full lifecycle of their needs.
Beyond his commitment to providing responsive and transparent client support, Jacob remains anchored by an emphasis on hard work, integrity and—in his own words—“being honest with clients about their finances and the answers to the problems they face.” He relishes collaborating with team members to find the best solutions for every client, solutions that take into consideration their unique goals and priorities for their wealth.
Wealth Strategy Associate
“I make sure the work I do for clients provides them with an exceptional client experience. I truly enjoy helping clients solve complex problems while helping them manage all aspects of their wealth."
Providing critical support across the team
As a core member of Finnerty Partners, Jacob lends critical support to the entire team of specialists, and helps deliver an exceptional client experience to a wide range of complex issues facing the team’s client base of entrepreneurs, business owners and their families. While primarily focused on client operations, financial planning and investment consulting, Jacob assists all six groups to offer advice to our clients across the full lifecycle of their needs.
Beyond his commitment to providing responsive and transparent client support, Jacob remains anchored by an emphasis on hard work, integrity and—in his own words—“being honest with clients about their finances and the answers to the problems they face.” He relishes collaborating with team members to find the best solutions for every client, solutions that take into consideration their unique goals and priorities for their wealth.
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
Email Me
