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$3.9 trillion
In invested assets globally
As of 12/31/2022
A great source of pride is my longstanding and multigenerational client relationships. By taking time to get to know my clients, their family members, and their values, I feel I am better equipped to advise in a way that is personally meaningful, relevant, and reflective of today’s circumstances while looking strategically toward the future.
Working with me, you can expect honest dialogue and a partner in facing important life planning decisions with confidence and comfort.
Senior Vice President–Wealth Management
Financial Advisor
I graduated with a bachelor’s degree in International Studies from Emory University and have earned the Wealth Advisor designation. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.
As a pioneer in the field of Socially Responsible Investing, I believe that optimal wealth management is about aligning lifestyle, values and aspirations. To that end, I educate my clients and guide them towards investment strategies that merge these very personal elements.
During my career, I’ve been recognized for my accomplishments in wealth management, including being named to the Executive, President’s and Chairman’s Clubs, as well as the Charlie E. Merrill Circle, while at Merrill Lynch.
Outside the office, I'm active in the community, giving time, attention and resources to many organizations. Some closest to my heart include Identity Youth Services, Jewish United Fund, Keshet, Kingswood United Methodist Church Food Pantry/Dinners, Misericordia, Mothers Against Senseless Killings, and Orot Center. My husband, Larry, and I reside on Chicago's North Shore, where I was born and raised. In my free time, I have a passion for the culinary arts, which I have studied in France. I also enjoy golf, hiking and Chicago Bears football.
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
Senior Vice President–Wealth Management
Financial Advisor
I graduated with a bachelor’s degree in International Studies from Emory University and have earned the Wealth Advisor designation. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.
As a pioneer in the field of Socially Responsible Investing, I believe that optimal wealth management is about aligning lifestyle, values and aspirations. To that end, I educate my clients and guide them towards investment strategies that merge these very personal elements.
During my career, I’ve been recognized for my accomplishments in wealth management, including being named to the Executive, President’s and Chairman’s Clubs, as well as the Charlie E. Merrill Circle, while at Merrill Lynch.
Outside the office, I'm active in the community, giving time, attention and resources to many organizations. Some closest to my heart include Identity Youth Services, Jewish United Fund, Keshet, Kingswood United Methodist Church Food Pantry/Dinners, Misericordia, Mothers Against Senseless Killings, and Orot Center. My husband, Larry, and I reside on Chicago's North Shore, where I was born and raised. In my free time, I have a passion for the culinary arts, which I have studied in France. I also enjoy golf, hiking and Chicago Bears football.
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
