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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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
