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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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