Senior Vice President–Wealth Management
Financial Advisor
Accessing all of UBS to help grow and protect your wealth
As a UBS Private Wealth Advisor, Betsy has more than 25 years of experience advising ultra high net worth executives, entrepreneurs and multigenerational families. She believes there is very little she hasn’t seen over the years—perspective that has proven to be invaluable. Betsy is a true relationship-builder. Working with the markets, people and problem-solving on her clients’ behalf is both exciting and gratifying for her.
Betsy’s focus is helping grow and protect family assets through asset allocation, risk and volatility management with alternative opportunities. Importantly, she has a deep understanding of UBS, Private Wealth Management and the strategic use of a range of solutions the firm has designed exclusively for clients with complex wealth.
“I always align myself with our clients and their families, with service as our top priority. I’m able to get out in front of the real issues they face—before they become problems.”
Previous Experience
Credit Suisse, Director Private Wealth Advisor
M.B.A. Training Program, Donaldson Lufkin Jenrette
FINRA Registrations
Education
B.A., Northwestern University
M.B.A. with honors, Kellogg School of Management, Northwestern University
Life
Betsy and her two children live in Glenview, IL.
Betsy enjoys travel, golf and community philanthropy.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Accessing all of UBS to help grow and protect your wealth
As a UBS Private Wealth Advisor, Betsy has more than 25 years of experience advising ultra high net worth executives, entrepreneurs and multigenerational families. She believes there is very little she hasn’t seen over the years—perspective that has proven to be invaluable. Betsy is a true relationship-builder. Working with the markets, people and problem-solving on her clients’ behalf is both exciting and gratifying for her.
Betsy’s focus is helping grow and protect family assets through asset allocation, risk and volatility management with alternative opportunities. Importantly, she has a deep understanding of UBS, Private Wealth Management and the strategic use of a range of solutions the firm has designed exclusively for clients with complex wealth.
“I always align myself with our clients and their families, with service as our top priority. I’m able to get out in front of the real issues they face—before they become problems.”
Previous Experience
Credit Suisse, Director Private Wealth Advisor
M.B.A. Training Program, Donaldson Lufkin Jenrette
FINRA Registrations
Education
B.A., Northwestern University
M.B.A. with honors, Kellogg School of Management, Northwestern University
Life
Betsy and her two children live in Glenview, IL.
Betsy enjoys travel, golf and community philanthropy.
Recognized as an industry leader:
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.
Senior Wealth Strategy Associate
Johnny joined UBS in 2022. Johnny manages trading as well as serves all operational and administrative client needs.
Prior to his position at UBS, Johnny worked as a transition specialist with J. Kelly & Associates where he would lead the onboarding of established financial advisors and facilitate the movement of their books of business to top wealth management firms. Johnny holds his Series 7 and 66 securities licenses. He graduated from Loyola University Chicago with a bachelor’s degree in Finance and Economics. Johnny is an avid traveler and has visited over 20 countries worldwide. When not traveling, he can be found in the gym or staying active outdoors. Johnny is from Barrington and resides in the River North neighborhood of Chicago.
Senior Wealth Strategy Associate
Johnny joined UBS in 2022. Johnny manages trading as well as serves all operational and administrative client needs.
Prior to his position at UBS, Johnny worked as a transition specialist with J. Kelly & Associates where he would lead the onboarding of established financial advisors and facilitate the movement of their books of business to top wealth management firms. Johnny holds his Series 7 and 66 securities licenses. He graduated from Loyola University Chicago with a bachelor’s degree in Finance and Economics. Johnny is an avid traveler and has visited over 20 countries worldwide. When not traveling, he can be found in the gym or staying active outdoors. Johnny is from Barrington and resides in the River North neighborhood of Chicago.
Executive Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
Director
Client Solutions Specialist, Family Office Solutions
Executive Director
Ultra High Net Worth Lending Specialist, Lending Origination
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
Director
Client Solutions Specialist, Family Office Solutions
Executive Director
Ultra High Net Worth Lending Specialist, Lending Origination
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
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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