Experience

"When you sell your business, you’re used to being the top person who knows it all. Suddenly, you’re in an area where you’re no longer the expert. It can be scary, and that’s why we take the lead as your quarterback, ensuring all pieces of your financial life align cohesively"

Will Finnerty heads Finnerty Partners and oversees investment consulting, planning, and client relations for families, primarily entrepreneurs with over $10 million in investable assets. He began his career wealth management in 1995 after earning a finance degree from Georgetown University's McDonough School of Business. Will taught Entrepreneurship at Georgetown University for 16 years and participated on the UBS Financial Advisor Advisory Committee.

He is also a board member of the Kennedy Center/National Symphony Orchestra Association and serves on the Georgetown Entrepreneurship Advisory Board.

Education & Credentials
- B.S., Finance, Georgetown University
- Certified Exit Planning Advisor® (CEPA®)
- Certified Investment Management Analyst® (CIMA®)
- Certified Private Wealth Advisor® (CPWA®)
- Series 7 and 66 licenses

Personal
Will enjoys spending time with his wife and 3 sons, travel, and is active in community initiatives and helping the entrepreneurial community.

Contact
Email : william.finnerty@ubs.com
Phone: 202-942-2820

“The hardest part about stepping into wealth at this level that ultra-high-net-worth entrepreneurs often find themselves navigating new and unfamiliar terrain. They’ve built businesses where they were the experts, but now they’re stepping into a brand-new world where they’re learning as they go."

Carol is dedicated to serving ultra-high-net-worth families, entrepreneurs, and business owners. She brings deep expertise in strategic portfolio management, estate planning, and philanthropic coordination, helping clients integrate all aspects of their wealth into a cohesive plan.

Carol often works with clients during major transitions such as business sales or intergenerational wealth transfers. Her approach is collaborative and relationship-driven, ensuring clients feel confident in both their strategies and the process behind them.

Her work combines the scale and global reach of UBS with the personalized service of a boutique advisory experience.

Education and credentials
-B.A., Business Administration, Roanoke College (Magna Cum Laude)
-CERTIFIED FINANCIAL PLANNER™ (Georgetown University)
-Certified Exit Planning Advisor® (CEPA®)
-Series 7 and 66 licenses

Personal 
-Resides in Annapolis, MD with her husband (Drake), son (Ashton), and daughter (Blake)
-When not on the sports fields, enjoys boating around the Chesapeake Bay, skiing and traveling as a family

Contact
Email: carol.staniar@ubs.com
Phone: 202-942-2823

"Teamwork: The ability to work together towards a common vision."

The team’s success relies on members working well together. As Team Administrator, Leighann keeps the team organized by tracking goals, monitoring performance, supporting business planning, and coordinating meetings and events. With experience at UBS since 2004 and with the team since 2006, she also brings strong client operations expertise and a commitment to excellent client service.

Education & Credentials
-B.S., Economics, John Carroll University
-Minor in Spanish
-Series 7 and 66 licenses

Personal
Leighann is married (Ryan) with 2 children (Fiona and Rory). She is a proud Buffalonian and a Bills season ticket holder.

Contact
Email: leighann.stamp@ubs.com

Phone: 202-942-2822

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.

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.

 “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.