Understanding

"There is no greater responsibility than being trusted with a client’s wealth and legacy—I strive to earn that privilege every day."

Wendy has been guiding multigenerational families and institutions to successfully shape their legacies for more than two decades. As a Private Wealth Advisor and Family Office Consultant, Wendy is masterful at integrating every aspect of a client’s financial life including asset management, trust and estate planning strategies, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal. 

Wendy is acutely attuned to the needs of women, collaborating with and empowering them—especially through periods of transition. Her background working with boutique firms and large institutions give her a unique perspective and the ability to marshal the extensive global resources available via UBS for the benefit of her clients.

Previous Experience

• Credit Suisse Private Bank
• UBS Private Bank
• BBR Partners
• Citigroup Private Bank
• Salomon Smith Barney Asset Management 

Life

• Wendy serves on the Board of Managers of the East Side House Settlement, a community-based organization serving the Bronx and Northern Manhattan. Since 2013, she has held roles on the program, finance, and nominating committees.
• Wendy serves on the Advisory Board of the Breast Cancer Research Foundation. BCRF is the largest private funder of breast cancer research worldwide.
• Wendy serves on the Investment Committee of the American Heart Association’s National Endowment. Wendy is a member of the Executive Leadership Team for the AHA’s Go Red for Women Campaign in NYC. She is a past Chairwoman of the NYC Go Red For Women Luncheon.
• Outside of UBS, Wendy loves spending time with her family, exercising, and playing tennis. She has also completed an Ironman Triathlon. 
• Wendy resides in Armonk, NY with her husband and daughter.

“Our strong culture and diverse team enable us to deliver a truly service-oriented approach and help clients achieve their objectives.” 

Kevin oversees the overall operations, resources, and planning for Hidden Oak Partners. Leveraging his 30+ years of experience, both as an executive and as a strategic consultant, Kevin is focused on improving infrastructure and processes while helping each team member reach their potential. He has successfully built and led large, global teams within financial services and other industries. Kevin brings his skills in growth, planning, and business transformation to enhance the capabilities of the team.

Kevin has an MBA in Finance from NYU Stern School, where he graduated with honors, and a BS from Rensselaer Polytechnic Institute in Management Systems.

Previous Experience

• Shiftpoint Consulting
• Citibank
• American Express
• Arthur Andersen Business Consulting

Life

• Kevin serves on the Board of Managers of East Side House Settlement and has led several strategy and planning efforts with them over the past 12 years.
• After many years living in Manhattan, he now resides in Armonk, NY and loves to spend time with his beautiful wife and daughter.
• Kevin enjoys sports and exercise, particularly golf, tennis, soccer, and skiing. He also loves to play guitar and sing.
• He has traveled extensively, both for work and leisure, where he met amazing people and enjoyed varied cultures and food over the years.

"I believe our team culture is what differentiates us. We go to great lengths to help our clients and to provide the highest level of service possible. I strive to foster meaningful relationships with our clients to ensure their goals and expectations are exceeded."

Cameron is an integral part of Hidden Oak Partners, supporting Wendy, as our lead financial advisor, and directly engaging with our sophisticated clients. He leads our Client Delivery Team, where he is accountable for operations and client interactions, as well as leading efforts with our internal investment committee. Cameron also represents our team from the Hidden Oak Partners office in Palm Beach.

His experience in the financial services industry has further strengthened his commitment to building and maintaining long-lasting client relationships. He upholds the team’s dedication to integrity and honesty while seeking to ensure all client needs are met.

Previous Experience

Morgan Stanley
 

Designations

• Certified Investment Management Analyst®
• Series 7 and 66 Licenses
   

Life

• Cameron lives in West Palm Beach, Florida. 
• He is especially passionate about Villanova football, where he was a starting defensive back.
• Cameron enjoys all sports.
• He spends his spare time traveling, golfing and skiing.
   

"I strive to have an impact on everyone that I meet. I truly enjoy working with clients, building deep relationships, and solving problems. There’s nothing more gratifying than exceeding clients’ expectations."

While Caitlin’s knowledge and experience in the communications field helps in building strong, long-lasting client relationships, her financial acumen and marketing expertise equips her to deliver exceptional client service experiences throughout every aspect of a client’s life.

As a Relationship Manager, Caitlin always puts clients’ needs above all else and is committed to helping them meet their goals. She also assists in the team’s daily operations and delivers customized service and solutions to clients, always striving to exceed their expectations.

Previous Experience

• Stone Harbor Project Advisors
• Havas Media Group
• Integrated Corporate Relationships Inc.

Designations

• Series 7, 63, and 65 Licenses
• Accredited Wealth Management Advisor, AWMA

Life

• Caitlin supports many charitable organizations, including the Crohns and Colitis Foundation since 2007. She is a member of the Young Professionals Network for the NYC chapter.
• She is actively involved with her Alumni network at the Greenwich Country Day School, as a Class Representative.
• She is an avid sports fan and player, including ice hockey, golf, and skiing. She enjoys traveling, hiking, and being outdoors with family and friends.
• Caitlin loves living in the city that never sleeps (NYC).

"Building relationships with clients and helping them navigate their financial goals is what drives me every day. I take pride in creating a positive impact in every interaction, ensuring clients feel valued and supported throughout their financial journey."

Jackie began her career at HSBC Bank, where she gained foundational experience in financial services. She then transitioned to RBC Wealth Management, serving as a Client Associate, refining her skills in client service, account management, and financial planning. These roles provided her with a comprehensive understanding of the industry and allowed her to work closely with clients to achieve their goals.

Now at Hidden Oak Partners, Jackie is dedicated to guiding clients toward their financial aspirations. She prides herself on her personalized approach to client relationships, focusing on understanding each client's unique circumstances and crafting solutions tailored to their needs.  She is committed to fostering lasting relationships built on trust, communication, and a shared vision for success.

Previous Experience

• HSBC Bank
• RBC Wealth Management

Designations

• Series 7, 63, and 66 Licenses
• Life, accident and health insurance licenses

Life

• Jackie enjoys spending time with friends and family at the beach on the Jersey Shore. 
• She is a proud graduate of Boston College and loves cheering on their sports teams whenever she can.
• Jackie lives in the West Village and enjoys exploring all the unique neighborhoods of New York City.

“I am dedicated to making a meaningful difference in the lives of those I work with, and I take pride in helping clients navigate challenges and reach their objectives. By building strong, trust-based relationships and going above and beyond, I strive to consistently exceed expectations and ensure their success.”

Isabelle joins us from the UBS Home Office, allowing her to bring a unique knowledge of the firm’s capabilities.

As a Wealth Management Analyst, Isabelle is committed to understanding each client’s unique goals and delivering tailored strategies that not only meet but exceed expectations. In addition, she maintains the team’s daily operations and client requests.

Isabelle has both a Bachelor’s degree in Finance and Master’s in Finance from Northeastern University.

Previous Experience

• Bain Capital LP
• Standish Management LLC

Designations

• Series 7 and 66 Licenses

Life

• Isabelle currently lives in New York City.
• She is passionate about traveling, being outside, and spending time with those close to her.
• In her spare time, she likes trying different restaurants and workout classes in NYC.
• She is a devoted Boston Celtics fan, despite growing up in New Jersey.