Understanding

• 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

• 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

• 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

•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

• 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

• 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