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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.
Senior Vice President–Wealth Management
Financial Advisor
Kaitlin began her career in financial services in 2012 with Wells Fargo’s Private Client Group. She went on to spend 12 years at Fidelity Investments, where she served as a Vice President, providing comprehensive financial planning and guidance to more than 450 households. In 2026, Kaitlin joined UBS as a Financial Advisor - Senior Vice President Wealth Management, bringing with her more than a decade of experience helping individuals and families navigate complex financial decisions and pursue their long-term goals. She takes pride in building deep, multi-generational relationships, helping families navigate both the expected milestones and the unexpected challenges of life.
Originally from Connecticut, Kaitlin attended The Pomfret School, where she competed in soccer and ice hockey. She continued her athletic career at the University of Maine, playing Division I ice hockey, and later earned her MBA from Providence College. She holds the Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Kaitlin enjoys traveling with her family and playing golf. She lives in South Boston with her husband Jarrod, and their two sons, Miles and Logan.
Senior Vice President–Wealth Management
Financial Advisor
Kaitlin began her career in financial services in 2012 with Wells Fargo’s Private Client Group. She went on to spend 12 years at Fidelity Investments, where she served as a Vice President, providing comprehensive financial planning and guidance to more than 450 households. In 2026, Kaitlin joined UBS as a Financial Advisor - Senior Vice President Wealth Management, bringing with her more than a decade of experience helping individuals and families navigate complex financial decisions and pursue their long-term goals. She takes pride in building deep, multi-generational relationships, helping families navigate both the expected milestones and the unexpected challenges of life.
Originally from Connecticut, Kaitlin attended The Pomfret School, where she competed in soccer and ice hockey. She continued her athletic career at the University of Maine, playing Division I ice hockey, and later earned her MBA from Providence College. She holds the Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Kaitlin enjoys traveling with her family and playing golf. She lives in South Boston with her husband Jarrod, and their two sons, Miles and Logan.
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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$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
