Experience

John is a lead adviser for a select number of our clients, bringing more than 20 years of wealth management experience at UBS and Goldman Sachs. He also draws on his previous career as a financial journalist at Reuters News Agency to deliver clear, objective, and analytical advice to our clients. John received a BS in Journalism from the University of Illinois, Urbana-Champaign, and an MBA from Duke University. John holds the Chartered Financial Analyst (CFA) designation and is an Eagle Scout. He is also a Board member of the American Kidney Fund (AKF) where he is Treasurer and Chair of its Finance Committee, overseeing its endowment. With 37 million Americans living with kidney disease, most who don't know it, AKF is the only organization that takes a comprehensive approach to ending this devastating illness. He is also a member of the DC Advisory Council for the U.S. Soccer Foundation, which helps children in underserved communities reach their full potential, improve their well being, and live healthier lives. John holds the Institutional Consultant designation as part of the UBS Institutional Consulting Program for non-profit organizations. John and his wife, Amy, live in Alexandria, VA, with their three daughters. 

Colin manages client relationships with successful entrepreneurs and company founders as a senior member of our team, bringing unique insight and counsel as a former investment banker. He has more than 20 years of financial markets experience that most recently was highlighted by a decade at Goldman Sachs, before joining UBS in 2020. As a Private Wealth Advisor, Colin guides our clients on pre-liquidity planning opportunities and manages their multi-asset class investment portfolios. Prior to Goldman Sachs, Colin was a Managing Director in Investment Banking at Piper Jaffray in San Francisco where he advised technology company executive teams and Boards on capital raising and mergers and acquisitions. Colin received his BA in History from the University of Virginia and his MBA from the Tuck School of Business at Dartmouth. Colin lives in Chevy Chase, MD, with his wife and four children.

Michael is a senior leader on our team with responsibility for managing client relationships. His military background and business experience have proven valuable in advising entrepreneurs and founders on navigating growth initiatives and reaching their objectives. He joined UBS in 2020 after a decade at Goldman Sachs advising entrepreneurs, wealthy families and institutions on investing, risk management, and capital markets. Michael graduated with merit from the U.S. Naval Academy and spent five years as a naval officer aboard the USS Elrod (FFG 55) deploying to the eastern Mediterranean, and as Force logistics officer at Explosive Ordnance Disposal Mobile Unit Three in San Diego. After his naval service, Michael worked for the senior management team of Accredited in sales and capital markets before earning an MBA from UCLA Anderson School of Business.

Karlyn coordinates all key planning considerations for our clients and helps manage that process with their accountants and attorneys and our Private Wealth Advisors. This unique and critically important approach results in an integrated and streamlined experience, while drawing on the broad and deep resources of UBS. Karlyn helps our clients maximize tax efficiency as they accomplish their financial goals. Her advice is focused on estate and gift tax planning, income tax planning, pre-transaction planning, philanthropy, and asset protection. Prior to joining UBS, Karlyn was a Vice President in the Goldman Sachs Family Office – Wealth Advisory Services. She began her career providing comprehensive tax advice to high-net-worth clients as a Director in the Personal Financial Services group at PwC. Karlyn earned a Juris Doctorate from Rutgers School of Law and a BA from Lafayette College in Government & Law and Economics & Business. At Lafayette, she was a four-year starter and two-time captain of the Women’s Softball Team. Karlyn and her husband, Bob, live outside Philadelphia with their three children.

Louis spearheads client portfolio management for the team, including asset allocation, manager selection for public and private markets, and robust quantitative analysis. Armed with his comprehensive training at PwC and at Goldman Sachs, Louis joined UBS Private Wealth Management in 2020. Previously, Louis was an Associate in Private Wealth Management at Goldman Sachs where he advised high-net worth family groups, foundations and endowments on portfolio construction and investment implementation. Louis began his career in public accounting at PwC after receiving his BS in Economics and Finance from George Washington University.

Jamie manages daily oversight and investment management of client relationships for the team and is instrumental in the asset allocation, manager selection, and portfolio construction. Jamie joined UBS in 2020 after graduating with distinction from Colby College where he earned his BA in Economics with a concentration in financial markets. While at Colby, Jamie was a member of the lacrosse team, an economics tutor, and a member of the student investment association. He completed the Business Bridge Program at the Tuck School of Business at Dartmouth and interned at an institutional investment consulting firm where he worked closely with large foundations and endowments.

Our clients rely on Jack for all service, operational, and administrative issues as he coordinates with the rest of the team and the firm's PWM service specialists. Jack's previous role in supporting all UBS teams in the Washington, DC, office as a central resource instilled the essential skills. Jack joined UBS in 2021 as a Branch Service Associate and Tech Liaison where he fulfilled operational and administrative duties for wealth management teams across the Mid-Atlantic market. Jack attended the University of Maryland where he studied finance at the Robert H. Smith School of Business. He also worked as a Data Analyst for Pro Football Focus, a company that provides cutting-edge statistical analysis to all 32 NFL franchises, 102 Division I programs, ESPN, and NBC. 

Charlotte provides experienced leadership for our client engagement by overseeing daily operations, administration, and service. She provides individual, proactive communication with our clients and acts as a liaison with our Advisors and the broader UBS resources. Her focus is on constantly trying to improve the client experience. Charlotte originally joined UBS in 2021 and has been a Client Service Associate since 2017. She previously worked at Morgan Stanley and Janney Montgomery Scott. Charlotte graduated from Hollins University in 2016 and is fluent in German and French.