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$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Lisanne leads an executive compensation and financial planning practice at UBS. Her team provides comprehensive advisory and risk management services to executives, board directors, professionals and business owners. She and her partners have extensive experience delivering comprehensive financial, estate planning and asset protection services.
Her team also offers practical advice and solutions to high net worth women and counsels families going through the divorce process and post-divorce.
Lisanne has more than 25 years of international executive management and advisory experience. Prior to joining UBS in 2002, she was an executive with CIBC, a leading North American financial institution where she held leadership roles in corporate finance, risk management, corporate relationship management and private wealth management. Lisanne earned her Law degree from York University, her MBA from the University of Toronto and is an Accredited Wealth Management Advisor®. She is involved in a number of professional and non-profit organizations including Girl Scouts of North East Texas and The Institute for Excellence in Corporate Governance.
California Insurance License 0I72808
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
Financial Advisor
Lisanne leads an executive compensation and financial planning practice at UBS. Her team provides comprehensive advisory and risk management services to executives, board directors, professionals and business owners. She and her partners have extensive experience delivering comprehensive financial, estate planning and asset protection services.
Her team also offers practical advice and solutions to high net worth women and counsels families going through the divorce process and post-divorce.
Lisanne has more than 25 years of international executive management and advisory experience. Prior to joining UBS in 2002, she was an executive with CIBC, a leading North American financial institution where she held leadership roles in corporate finance, risk management, corporate relationship management and private wealth management. Lisanne earned her Law degree from York University, her MBA from the University of Toronto and is an Accredited Wealth Management Advisor®. She is involved in a number of professional and non-profit organizations including Girl Scouts of North East Texas and The Institute for Excellence in Corporate Governance.
California Insurance License 0I72808
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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UBS is a leading and truly global wealth manager
