Understanding

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.

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.  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 and institutions in perpetuity. 

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 client portfolios.  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. She also was appointed to the Institutional Consulting Advisory Council (ICAC) in 2025, which is the longest-serving advisory council at UBS tasked with the strategic direction of the firm’s Institutional Consulting business.

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.

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.

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. She began her career at Donaldson, Lufkin & Jenrette and Credit Suisse, spent seven years at J.P. Morgan, and joined UBS in 2023. She holds Series 7, 63, and 66 securities licenses.

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

Michael 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, MA and a BA in Finance from the University of the South. Michael has completed the SIE and Series 7 and is currently sitting for the Series 66 exam.

Michael lives in Atlanta, GA and is an ex-college golfer. In his free time, he enjoys playing golf with old teammates and seeing live music across the city.

Alyssa launched her career in wealth management in 2025 as a member of the Olmsted-Belton team at UBS. She attended Emory University’s Goizueta Business School, where she earned a Bachelor of Business Administration with a dual concentration in Marketing and Strategy & Management Consulting, along with a dual major in Philosophy, Politics, and Law.

She gained valuable experience through internships in financial services, with exposure to Real Estate, Communications, and Asset Management. Her focus is operations and client administration, including new account opening and money movements.

Alyssa lives in Atlanta, GA. In her free time, she enjoys traveling, attending live music events, and volunteering.

Haden recently began his career in wealth management in 2025 as a member of the Olmsted Belton team. Through academic work and internships in private wealth management, investment real estate, and international finance, he has gained valuable experience in financial planning and services. He currently supports the team through portfolio construction, reporting, and client administration.

Prior to joining the team, he graduated with honors from The University of Alabama with a Bachelor of Science in Commerce and Business Administration, majoring in Finance with a minor in Management Communications. Haden has passed both the SIE and Series 7 and is in the process of taking the Series 66 exam.

Haden is originally from Atlanta, GA. His hobbies include spending time outdoors and supporting Atlanta sports teams.