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Authorized Officer
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
415-963-5218
Kathryn embraces a model of integrated wealth management, navigating the complexities of personal finance—including investments, estate planning, cash flow generation, insurance, and more—to create comprehensive financial advisory solutions.
Prior to joining UBS Private Wealth Management in San Francisco in 2016, Kathryn worked as the Branch Office Administrator in the Boston UBS office for two years. She currently holds the Series 7 and 66 securities registrations as well as the Life, Health, and Accident Insurance License.
Kathryn graduated with honors from Syracuse University, where she received her Bachelor of Arts in Economics and Bachelor of Arts in International Relations.
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
Authorized Officer
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
415-963-5218
Kathryn embraces a model of integrated wealth management, navigating the complexities of personal finance—including investments, estate planning, cash flow generation, insurance, and more—to create comprehensive financial advisory solutions.
Prior to joining UBS Private Wealth Management in San Francisco in 2016, Kathryn worked as the Branch Office Administrator in the Boston UBS office for two years. She currently holds the Series 7 and 66 securities registrations as well as the Life, Health, and Accident Insurance License.
Kathryn graduated with honors from Syracuse University, where she received her Bachelor of Arts in Economics and Bachelor of Arts in International Relations.
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
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
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
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