Global Access. Boutique Solutions.

Private Wealth Management

Updated team photo

What Makes our Team Different?

Highly experienced team: The partners have over 50 years of combined investment experience, while the team brings a total of 120 years of combined industry experience.

Alignment of interests: We invest our own capital alongside our clients' capital in the same strategies and investments with the same liquidity and fee structures.

Stable client base: We experience very low client turnover and many of our clients have worked with our team for over 30 years.

Small number of clients: We limit our practice and focus on a select number of families, family offices, and foundations which allows us to have deeper relationships.

Customization: Our disciplined investment process helps deliver each client a tailored investment solution to meet their specific investment needs. Each portfolio we help manage is customized at the entity level from a risk/return profile perspective.

Investment Methodology: We believe in well diversified balanced portfolios with a bias to generating tax-efficient absolute returns.

Communication: We view our relationship as a partnership between us and the client and communicate accordingly.

Transparency: From our investment process to our fees, we take pride in being fully transparent with our client base.

Resources: UBS is truly a global investment bank with vast resources and intellectual capital throughout the world. Our team has unfettered access to experts and analysts within research, investment banking, and asset management.

UBS Leadership: Our team has strong connectivity with the executive management of UBS

 Michael and Lindsay

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Michael Olmsted Profile Photo

    Michael Olmsted

    Managing Director–Wealth Management

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    With a career that spans more than three decades – four bear markets and three recessions – Michael’s insight and experience are reflected in the holistic solutions and clarity he delivers to his clients’ financial lives.  Backed by the global resources and partners of UBS, he can be a single point of contact to provide advice on all aspects of financial life.  In his career, he serves ultra-high net worth executives, families, family offices, trusts and foundations.  He draws on his 30+ years of experience to deliver personalized and creative wealth management solutions tailored to his clients’ needs.  Michael is a true relationship-builder.

    Prior to joining UBS in December of 2015, Michael was at Credit Suisse for 20+ years and 3 years at Smith Barney. He received an MBA from University of Florida with a double concentration of Finance and Real Estate and a Bachelor’s of Science and Finance from Texas A&M University. 

    Michael is married to Dawn and has four children.  He is also an avid guitar player and has completed 3 original albums over his lifetime.

      • Texas A&M, B.A. Finance
      • University of Florida, M.B.A.
        3280 Peachtree Road NE
        21st Floor
        Atlanta, GA 30305
      • Lindsay Paugh Profile Photo

        Lindsay Belton Paugh, CFA

        Senior Vice President–Wealth Management

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        For more than two decades, Lindsay has been working with clients to develop comprehensive financial strategies and solutions.  She and her team provide a disciplined planning process that focuses on understanding what matters most to clients and their families.  Everyday Lindsay is inspired to listen and discover more about her clients’ goals and concerns.  She is gratified knowing that she has had the opportunity to impact multiple generations. 

        With a passion for financial education and analysis, Lindsay is a problem solver who prides herself on providing the kinds of global market insights that truly make an impact on her clients’ lives.  She desires to help clients solve their most complex issues across investment portfolio construction, wealth transfer planning, and meeting long-term trust, estate and philanthropic goals.

        Prior to joining UBS in December of 2015, Lindsay was at Credit Suisse for 13 years.

        She received her MBA in Capital Markets from Emory’s Goizueta Business School in 2008.  She graduated with Emory University in 2002 with a double major in Business and Dance.  She obtained the CFA Charter in 2013, and is an active member of the CFA Society and Atlanta Society of Investment Professionals. 

        Lindsay is married to Brian, and they welcomed their little boy Andy to the world in 2023.  They live in Atlanta with their pup Dixie.

          • Emory University, B.B.A.
          • Emory's Goizueta Business School, M.B.A. Capital Markets
          • Chartered Financial Analyst®
          3280 Peachtree Road NE
          21st floor
          Atlanta, GA 30305
        • Patience

          Patience "PJ" Rubyor

          Senior Wealth Strategy Associate

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          Patience Rubyor is a Senior Wealth Strategy Associate within Private Wealth Management of UBS.  As a member of the Olmsted-Belton Team, she provides operational support for high-net-worth individuals and their families.  PJ works diligently to deliver operational excellence for our clients. 

          PJ graduated from Nazareth College of Rochester with a B.A in Business Administration.  With 29 years of experience in financial services, PJ is skilled at addressing client needs and solving complex issues. PJ began her career with Donaldson, Lufkin & Jenrette and Credit Suisse.  Spent 7 years with J.P. Morgan and joined UBS in 2023.  PJ has her series 7, 63 and 66 security licenses. 

          PJ is active in the Alpharetta chapter of the Young Men’s Service League.  She lives in Alpharetta, GA with her husband Mike, son Justin, and their pup Winston.  PJ is also an avid hockey fan.

                3280 Peachtree Road NE
                21st floor
                Atlanta, GA 30305
              • Carrie Viberg Profile Photo

                Carrie Viberg

                Senior Wealth Strategy Associate

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                Carrie Viberg is a Senior Wealth Strategy Associate, and she plays a key role in day-to-day operations and implementation of investment plans for high net-worth individuals and their families. She prides herself in solving problems, finding solutions, and delivering the ultimate client experience. 

                Carrie earned her MBA in Finance from Emory’s Goizueta Business School. She graduated from Indiana University with a B.S. in Marketing and Operations Management.  With 24 years of experience in financial services, Carrie is skilled at delivering the best possible client experience. She began her career with Donaldson, Lufkin & Jenrette which was later acquired by Credit Suisse.  Carrie has her series 7, 9, 10, 63 and 65 security licenses.

                Carrie lives in Atlanta, GA with her husband, Erik, two daughters, two cats and a dog. She enjoys traveling, being outdoors & spending time with friends and family.

                 

                  • Indiana University, B.S. Marketing and Operations Management
                  • Emory's Goizueta Business School, M.B.A. Finance
                    3280 Peachtree Road NE
                    21st floor
                    Atlanta, GA 30305
                  • Grayson

                    G. Grayson Lucas

                    Client Associate

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                      With nearly a decade of experience, Grayson has developed a deep breadth of knowledge across capital markets. Prior to joining the Olmsted-Belton team in 2023, Grayson worked in the private investments industry with stints in investment management and valuation.

                      He currently helps manage the team’s alternative investments portfolio. He also supports the team in client portfolio construction, asset allocation, & reporting. Grayson also has significant experience interacting with small business & startup enterprises. Through both family and professional experience, he has helped advise business owners on value maximization, strategic planning, and the exit planning process. 

                      He received a JD from Tulane University Law School, an MSF with a concentration in corporate finance from Washington University in St. Louis and a BA in Economics & International Relations from Rhodes College.  He is a CAIA Level 2 candidate.

                      Grayson is married to his wife, Mallory, and has one child, Catherine.  He is also an ex-college tennis player and enjoys playing in his free time.

                       

                            3280 Peachtree Road NE
                            21st floor
                            Atlanta, GA 30305
                          • Michael Jr.

                            Michael Olmsted Jr.

                            Client Associate

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                              Michael recently began his career in wealth management when he joined the Olmsted-Belton team in 2023. Prior to joining UBS, he attended Babson College where he received his Master of Science in Finance. While there, he acquired a passion for capital markets and financial analysis.

                              Michael’s previous work experience includes several internships in the fintech startup space. Michael enjoys interacting with passionate entrepreneurs scaling their businesses. He currently supports the team through asset allocation, portfolio construction, and reporting. He also manages the client online portal and supports the team with client administration.


                              He received a Master’s in Finance from Babson College in Boston, and a BA in Finance from the University of the South. Michael lives in Atlanta and is an ex-college golfer. In his free time, he enjoys playing golf with old teammates and seeing live music across the city.

                                    3280 Peachtree Road NE
                                    21st floor
                                    Atlanta, GA 30305
                                  • Pamela Irwin

                                    Pamela Irwin

                                    Client Associate

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                                    Pam Irwin is a Registered Client Associate for the Olmsted-Belton team.  Her focus is operations and client administration including new account opening and money movements.

                                    Pam brings to this role,18 years of combined association management experience with technology companies and real estate.  She holds series 7 and 66 licenses.

                                    Pam is a volunteer and member of the Atlanta Amateur Hockey League (AAHL), serves at her church, and is a volunteer with the American Red Cross, Disaster Action Team (DAT).  Pam lives in Atlanta, with her cat, Seuss.

                                          3280 Peachtree Road NE
                                          21st floor
                                          Atlanta, GA 30305

                                        Private Wealth Management

                                        As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                                        confident woman

                                        Your wealth. On your terms.

                                        Family wealth for generations

                                        Family wealth for generations

                                        Family Office Solutions

                                        Family Office Solutions

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $5+ trillion

                                        In invested assets globally 
                                        As of 11/07/2023

                                        51 countries

                                        Our global footprint

                                        More than 150 years

                                        offering financial advice

                                        Insights