Senior Vice President–Wealth Management
Financial Advisor
In the past two decades, I have seen markets both expand and contract. I have seen presidential elections and impeachments. I have seen three wars but also times of peace. I have seen two "bubbles" one in technology and one financial. Lastly, we all have experienced in one way or another the worst terrorist attack on U.S. Soil. What this means to you is I have a strong understanding of how the markets react in different economic cycles and how to position your portfolio accordingly. Many of my clients have benefited from my experience and have avoided many of the pitfalls of investing.
Personal & Community
Senior Vice President–Wealth Management
Financial Advisor
In the past two decades, I have seen markets both expand and contract. I have seen presidential elections and impeachments. I have seen three wars but also times of peace. I have seen two "bubbles" one in technology and one financial. Lastly, we all have experienced in one way or another the worst terrorist attack on U.S. Soil. What this means to you is I have a strong understanding of how the markets react in different economic cycles and how to position your portfolio accordingly. Many of my clients have benefited from my experience and have avoided many of the pitfalls of investing.
Personal & Community
Wealth Strategy Associate
Lisa has been a valuable employee of UBS since 2017. She graduated from the Stockholm University School of Business with a master’s degree in finance. She holds the Claritas Investment Certificate from the CFA Institute and obtained a Social Media Marketing specialization from Northwestern University.
In sum, Lisa has more than 15 years of work experience in financial services, including asset management, at 3 major banks.
Lisa and her husband have two teenage sons. In her free time, Lisa has a passion for design and home renovations.
Wealth Strategy Associate
Lisa has been a valuable employee of UBS since 2017. She graduated from the Stockholm University School of Business with a master’s degree in finance. She holds the Claritas Investment Certificate from the CFA Institute and obtained a Social Media Marketing specialization from Northwestern University.
In sum, Lisa has more than 15 years of work experience in financial services, including asset management, at 3 major banks.
Lisa and her husband have two teenage sons. In her free time, Lisa has a passion for design and home renovations.
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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