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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Senior Vice President–Wealth Management
Financial Advisor
Leila has been active in the financial services industry for over 25 years. Before joining UBS, she spent five years as a financial advisor at Oppenheimer & Co. and prior to that, she worked for eight years at Lehman Brothers in fixed-income derivative sales and the mortgage group. Early in her career, she gained practical experience as an estimator at Clark Construction Corporation and as a coordinator at the United Nations in New York.
Leila is a graduate of the School of Foreign Service at Georgetown University and of the Graduate School of Arts and Sciences at New York University. She hold Series 7, 63 and 65 licenses in addition to licenses for life, health, annuities and long-term care insurance. She attained the designation as a Certified Investment Management Analyst (CIMA®) from the Wharton School of Business, the Wealth Advisor designation from UBS in addition to the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations.
While Leila is involved with a number of community and charitable organizations, she makes it a priority to stay up-to-date and educated while maintaining her licenses and designations. This continuous process provides her with specific expertise to make sound judgments about resources available and their application.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Leila has been active in the financial services industry for over 25 years. Before joining UBS, she spent five years as a financial advisor at Oppenheimer & Co. and prior to that, she worked for eight years at Lehman Brothers in fixed-income derivative sales and the mortgage group. Early in her career, she gained practical experience as an estimator at Clark Construction Corporation and as a coordinator at the United Nations in New York.
Leila is a graduate of the School of Foreign Service at Georgetown University and of the Graduate School of Arts and Sciences at New York University. She hold Series 7, 63 and 65 licenses in addition to licenses for life, health, annuities and long-term care insurance. She attained the designation as a Certified Investment Management Analyst (CIMA®) from the Wharton School of Business, the Wealth Advisor designation from UBS in addition to the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations.
While Leila is involved with a number of community and charitable organizations, she makes it a priority to stay up-to-date and educated while maintaining her licenses and designations. This continuous process provides her with specific expertise to make sound judgments about resources available and their application.
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
