Managing Director–Wealth Management
Education
Senior Vice President–Wealth Management
Education
Credentials
Senior Wealth Strategy Associate
Education
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
Education
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
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
Education