Understanding

Comes from experience

What Makes our Team Different?

Highly experienced team: We have over 70 years of combined investment 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 25 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.

Absolute return approach: Throughout this low interest rate environment, we have maintained a commitment to bond portfolios (short dated) and we frequently hold cash positions for risk management purposes.

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 Olmsted

Managing Director–Wealth Management

  • 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

Registered States:
  • 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

Education

  • Texas A&M, B.A. Finance
  • University of Florida, M.B.A.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

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Lindsay Belton Paugh, CFA

Senior Vice President–Wealth Management

  • 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

Registered States:
  • 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

Education

  • Emory University, B.B.A.
  • Emory's Goizueta Business School, M.B.A. Capital Markets

Credentials

  • Chartered Financial Analyst®
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

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Carrie Viberg

Senior Wealth Strategy Associate

  • 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

 

 

Registered States:
  • 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

Education

  • 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

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Alyssa Xedus

Wealth Strategy Associate

•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

Registered States:
  • 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

Education

  • University of Florida, B.A. in Political Science with a certificate in International Relations
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

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Pamela Irwin

Client Associate

• 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

Registered States:
  • 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
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

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Cameron Meares

Client Associate

• 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

Registered States:
  • GA

Education

  • University of South Carolina, B.S. in Finance and Risk Management & Insurance
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

Email Me