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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Jacqueline has served the wealth management needs of High Net Worth individuals, families, and international clients for over 20 years. As a member of The Carey Group at UBS, she provides sophisticated, comprehensive financial planning across investments, estate planning, and tax strategy. Jacqueline and her team serve the complex needs of affluent private clients, with a particular focus on the financial needs of foreign nationals, international families, and globally mobile clients.
Jacqueline has been with UBS for over 20 years, building her practice within the firm’s International Division. Prior to her current role, she began her career at Goldman Sachs in New York, pursued a Master of Science in International Finance at INSEEC — Institut des Hautes Études Économiques et Commerciales — in Paris, France, where she also worked as an analyste financière at AXA Investment Management, and later served as a research analyst at Ariel Investments. She subsequently earned her MBA from Boston College, with a concentration in Asset and Investment Management and Portfolio Construction.
Credentials:
• FINRA Series 7 and Series 66 Securities Licenses
• Licensed for Life Insurance, Annuities, and Long-Term Care
Education:
• MBA, Boston College — Asset and Investment Management and Portfolio Construction
• MS, Master of Science, International Finance — INSEEC, Paris, France
• BA, Bachelor of Arts — Boston College
Community & Personal:
• Former Member, Junior Board of Directors, The Fresh Air Fund
• Former Member, Alumni Board of Directors, Boston College
• Outside the office, Jacqueline enjoys travel, tennis, and skiing
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Jacqueline has served the wealth management needs of High Net Worth individuals, families, and international clients for over 20 years. As a member of The Carey Group at UBS, she provides sophisticated, comprehensive financial planning across investments, estate planning, and tax strategy. Jacqueline and her team serve the complex needs of affluent private clients, with a particular focus on the financial needs of foreign nationals, international families, and globally mobile clients.
Jacqueline has been with UBS for over 20 years, building her practice within the firm’s International Division. Prior to her current role, she began her career at Goldman Sachs in New York, pursued a Master of Science in International Finance at INSEEC — Institut des Hautes Études Économiques et Commerciales — in Paris, France, where she also worked as an analyste financière at AXA Investment Management, and later served as a research analyst at Ariel Investments. She subsequently earned her MBA from Boston College, with a concentration in Asset and Investment Management and Portfolio Construction.
Credentials:
• FINRA Series 7 and Series 66 Securities Licenses
• Licensed for Life Insurance, Annuities, and Long-Term Care
Education:
• MBA, Boston College — Asset and Investment Management and Portfolio Construction
• MS, Master of Science, International Finance — INSEEC, Paris, France
• BA, Bachelor of Arts — Boston College
Community & Personal:
• Former Member, Junior Board of Directors, The Fresh Air Fund
• Former Member, Alumni Board of Directors, Boston College
• Outside the office, Jacqueline enjoys travel, tennis, and skiing
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
