Global access. Strategic solutions.

Private Wealth Management

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Start the conversation

Michael Olmsted

Managing Director–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
- More than 28 years experience in the financial services industry
- Credit Suisse 1995–2015 and joined UBS in December of 2015
- Focus: Specializes in asset allocation modeling and long only manager due-diligence and selection for our clients. He also heads our institutional research efforts.
- Lives in Milton GA with his wife, Dawn, and four children
- B.A. in Finance from Texas A&M and MBA from University of Florida
- Actively involved in youth sports
- Member of North Point Community Church
- Holds Series 7 and 63 and 65 licenses
- Texas A&M, B.A. Finance
- University of Florida, M.B.A.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Lindsay Belton Paugh, CFA

Senior Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
- More than 19 years experience in the financial services industry
- Credit Suisse 2002–2015 and joined UBS in December 2015
- Focus: Lindsay specializes in asset allocation modeling and portfolio construction for our clients. She is also responsible for trading and execution for our family office and institutional clients.
- Philanthropy: Lindsay is actively involved in her church and also donates her time at various organizations throughout the Atlanta community.
- Lindsay is a CFA Charterholder and a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals
- Lives in Atlanta with her husband, Brian
- BBA from Emory University and MBA in Capital Markets from Emory's Goizueta Business School
- Holds Series 7 and 63 and 66 licenses
- 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
Carrie Viberg

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
- More than 20 years experience in the financial services industry
- Credit Suisse 1999 – 2016 and joined UBS in August 2016
- Focus: Carrie's focus is operations and client administration. She also assists with trading, banking and lending
- Philanthropy: Carrie is passionate about helping children and animals. She donates her time to various organizations throughout the Atlanta community.
- Lives in Atlanta with her husband, Erik, and two daughters
- B.S. in Marketing and Operations Management from Indiana University and MBA in Finance from Emory's Goizueta Business School
- Holds Series 7, 9, 10, 63 and 65 licenses
- 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
Alyssa Xedus

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
•JP Morgan Securities 2019 –2021 and joined UBS in March of 2021
•Focus: Alyssa’s focus is operations and client administration. She also assists with analytics, trading and execution.
•Philanthropy: Volunteer for Special Olympics Georgia and the Atlanta Humane Society
•Member of Atlanta Lawn Tennis Association (ALTA) and the United States Tennis Association (USTA)
•Lives in Atlanta
•B.A. in Political Science with a certificate in International Relations from the University of Florida
•Holds Series 7 and 66 licenses
- University of Florida, B.A. in Political Science with a certificate in International Relations
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Pamela Irwin

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
• Brings to this new role 18 years of combined association management experience with technology companies and real estate
• Focus: Pam's focus is operations and client administration
• Philanthropy: Volunteer and member of the Atlanta Amateur Hockey League (AAHL), serves at her church, and spends time volunteering with the
Atlanta Humane Society
• Lives in Atlanta with her cat Seuss
• Holds Series 7 license
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Cameron Meares

Client Associate
View bio
- GA
• Joined the team in December of 2020
• Focus: Portfolio modeling and research
• Recently moved to Atlanta
• B. S. in Finance and Risk Management & Insurance from University of South Carolina
• CFA Level 1 Candidate
• Holds Series 7 license and 66 licenses
- University of South Carolina, B.S. in Finance and Risk Management & Insurance
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

Michael Olmsted

Managing Director–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
- More than 28 years experience in the financial services industry
- Credit Suisse 1995–2015 and joined UBS in December of 2015
- Focus: Specializes in asset allocation modeling and long only manager due-diligence and selection for our clients. He also heads our institutional research efforts.
- Lives in Milton GA with his wife, Dawn, and four children
- B.A. in Finance from Texas A&M and MBA from University of Florida
- Actively involved in youth sports
- Member of North Point Community Church
- Holds Series 7 and 63 and 65 licenses
- Texas A&M, B.A. Finance
- University of Florida, M.B.A.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Lindsay Belton Paugh, CFA

Senior Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
- More than 19 years experience in the financial services industry
- Credit Suisse 2002–2015 and joined UBS in December 2015
- Focus: Lindsay specializes in asset allocation modeling and portfolio construction for our clients. She is also responsible for trading and execution for our family office and institutional clients.
- Philanthropy: Lindsay is actively involved in her church and also donates her time at various organizations throughout the Atlanta community.
- Lindsay is a CFA Charterholder and a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals
- Lives in Atlanta with her husband, Brian
- BBA from Emory University and MBA in Capital Markets from Emory's Goizueta Business School
- Holds Series 7 and 63 and 66 licenses
- 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
Carrie Viberg

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
- More than 20 years experience in the financial services industry
- Credit Suisse 1999 – 2016 and joined UBS in August 2016
- Focus: Carrie's focus is operations and client administration. She also assists with trading, banking and lending
- Philanthropy: Carrie is passionate about helping children and animals. She donates her time to various organizations throughout the Atlanta community.
- Lives in Atlanta with her husband, Erik, and two daughters
- B.S. in Marketing and Operations Management from Indiana University and MBA in Finance from Emory's Goizueta Business School
- Holds Series 7, 9, 10, 63 and 65 licenses
- 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
Alyssa Xedus

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
•JP Morgan Securities 2019 –2021 and joined UBS in March of 2021
•Focus: Alyssa’s focus is operations and client administration. She also assists with analytics, trading and execution.
•Philanthropy: Volunteer for Special Olympics Georgia and the Atlanta Humane Society
•Member of Atlanta Lawn Tennis Association (ALTA) and the United States Tennis Association (USTA)
•Lives in Atlanta
•B.A. in Political Science with a certificate in International Relations from the University of Florida
•Holds Series 7 and 66 licenses
- University of Florida, B.A. in Political Science with a certificate in International Relations
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Pamela Irwin

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
• Brings to this new role 18 years of combined association management experience with technology companies and real estate
• Focus: Pam's focus is operations and client administration
• Philanthropy: Volunteer and member of the Atlanta Amateur Hockey League (AAHL), serves at her church, and spends time volunteering with the
Atlanta Humane Society
• Lives in Atlanta with her cat Seuss
• Holds Series 7 license
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Cameron Meares

Client Associate
View bio
- GA
• Joined the team in December of 2020
• Focus: Portfolio modeling and research
• Recently moved to Atlanta
• B. S. in Finance and Risk Management & Insurance from University of South Carolina
• CFA Level 1 Candidate
• Holds Series 7 license and 66 licenses
- University of South Carolina, B.S. in Finance and Risk Management & Insurance
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.

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Accessing resources. Delivering solutions.

UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.

We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:

Family Office Solutions Group
Family Advisory and Philanthropy Services
Global Family Office
Portfolio Advisory Group
Tailored financing solutions
Global wealth management research

Family offices

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

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Global access. Strategic solutions.

Michael Olmsted

Lindsay Belton Paugh, CFA

Carrie Viberg

Alyssa Xedus

Pamela Irwin

Cameron Meares

Michael Olmsted

Lindsay Belton Paugh, CFA

Carrie Viberg

Alyssa Xedus

Pamela Irwin

Cameron Meares

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Private Wealth Management

Wealth, from your point of view

Accessing resources. Delivering solutions.

Family offices

Backed by the strength of UBS

A global leader in wealth management

Insights

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