Senior Vice President–Wealth Management
Bjorn engages with clients at the strategic level and advises them on creating a wealth management framework for their lifestyle and legacy assets while helping them manage the tax consequences of their concentrated equity interests in biotech.
Credentials
Senior Vice President–Wealth Management
Bjorn engages with clients at the strategic level and advises them on creating a wealth management framework for their lifestyle and legacy assets while helping them manage the tax consequences of their concentrated equity interests in biotech.
Credentials
Senior Vice President–Wealth Management
Michael focuses on aligning life goals, values and hopes for clients’ children and society with their tax, estate and philanthropic plans. This is achieved by ongoing family engagement and coordination of tax, legal and insurance advisors.
Credentials
Senior Vice President–Wealth Management
Michael focuses on aligning life goals, values and hopes for clients’ children and society with their tax, estate and philanthropic plans. This is achieved by ongoing family engagement and coordination of tax, legal and insurance advisors.
Credentials
Senior Vice President–Wealth Management
David is the operational partner on the team. He advises clients on creative financing solutions, as well as to 10b5-1 selling plans for concentrated equity positions, while managing underlying investor optics.
Credentials
Senior Vice President–Wealth Management
David is the operational partner on the team. He advises clients on creative financing solutions, as well as to 10b5-1 selling plans for concentrated equity positions, while managing underlying investor optics.
Credentials
Senior Wealth Strategy Associate
Christina handles client performance reporting, as well as the design and execution of 10b5-1 selling plans. Furthermore, she is closely involved with estate tax planning strategies and our family advisory services.
Credentials
Senior Wealth Strategy Associate
Christina handles client performance reporting, as well as the design and execution of 10b5-1 selling plans. Furthermore, she is closely involved with estate tax planning strategies and our family advisory services.
Credentials
Senior Client Associate
Kerry manages the overall client experience starting with the onboarding process ensuring a smooth transition. In addition, she is involved with lending, trading and other complex operational tasks.
Senior Client Associate
Kerry manages the overall client experience starting with the onboarding process ensuring a smooth transition. In addition, she is involved with lending, trading and other complex operational tasks.
Client Associate
Makenna runs the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.
Client Associate
Makenna runs the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.
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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