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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
