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$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
With over 39 years of experience in the financial services industry, Karen has developed a successful business and a keen understanding of the investment and service needs of executives, private clients, retirees, foundations and endowments. In her practice, she places particular emphasis on planning and portfolio management. She joined UBS Financial Services Inc. in 2003 after spending the previous 23 years at Salomon Smith Barney.
Karen is a Financial Advisor and holds her Series 7, 31, 63 and 65 securities licenses as well as foreign currency and insurance licenses. She is also a Certified Investment Management Analyst®, a Certified Private Wealth Advisor® and an Investment Advisor. Karen attended the University of California at Los Angeles and New York University, where she majored in business. Her hobbies include horseback riding and tennis.
Karen is a former Northeast trustee of Boys & Girls Clubs of America.
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
With over 39 years of experience in the financial services industry, Karen has developed a successful business and a keen understanding of the investment and service needs of executives, private clients, retirees, foundations and endowments. In her practice, she places particular emphasis on planning and portfolio management. She joined UBS Financial Services Inc. in 2003 after spending the previous 23 years at Salomon Smith Barney.
Karen is a Financial Advisor and holds her Series 7, 31, 63 and 65 securities licenses as well as foreign currency and insurance licenses. She is also a Certified Investment Management Analyst®, a Certified Private Wealth Advisor® and an Investment Advisor. Karen attended the University of California at Los Angeles and New York University, where she majored in business. Her hobbies include horseback riding and tennis.
Karen is a former Northeast trustee of Boys & Girls Clubs of America.
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
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
