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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
