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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Prior to joining UBS in 2001, Michelle held positions at Oppenheimer & Co. and Shearson Lehman. Working primarily with business executives, large trusts, small business owners, art collectors, non-profit organizations and high net worth clients. By leveraging her knowledge and 21 years of experience with asset allocation, portfolio construction to balance client's goals and risk profiles, estate planning strategies and alternative investments as well as UBS's global resources Michelle is able to help clients analyze and pursue their financial goals.
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
First Vice President–Wealth Management
Prior to joining UBS in 2001, Michelle held positions at Oppenheimer & Co. and Shearson Lehman. Working primarily with business executives, large trusts, small business owners, art collectors, non-profit organizations and high net worth clients. By leveraging her knowledge and 21 years of experience with asset allocation, portfolio construction to balance client's goals and risk profiles, estate planning strategies and alternative investments as well as UBS's global resources Michelle is able to help clients analyze and pursue their financial goals.
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
