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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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