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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
