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 and their families.  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. 

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 her clients’ lives.  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. 

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.

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. PJ began her career with Donaldson, Lufkin & Jenrette and Credit Suisse.  Spent 7 years with J.P. Morgan and joined UBS in 2023.  PJ has her series 7, 63 and 66 security licenses. 

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

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.

With nearly a decade of experience, Grayson has developed a deep breadth of knowledge across capital markets. Prior to joining the Olmsted-Belton team in 2023, Grayson worked in the private investments industry with stints in investment management and valuation.

He currently helps manage the team’s alternative investments portfolio. He also supports the team in client portfolio construction, asset allocation, & reporting. Grayson also has significant experience interacting with small business & startup enterprises. Through both family and professional experience, he has helped advise business owners on value maximization, strategic planning, and the exit planning process. 

He received a JD from Tulane University Law School, an MSF with a concentration in corporate finance from Washington University in St. Louis and a BA in Economics & International Relations from Rhodes College.  He is a CAIA Level 2 candidate.

Grayson is married to his wife, Mallory, and has one child, Catherine.  He is also an ex-college tennis player and enjoys playing in his free time.

Michael recently 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, and a BA in Finance from the University of the South. Michael lives in Atlanta and is an ex-college golfer. In his free time, he enjoys playing golf with old teammates and seeing live music across the city.

Pam Irwin is a Registered Client Associate for the Olmsted-Belton team.  Her focus is operations and client administration including new account opening and money movements.

Pam brings to this role,18 years of combined association management experience with technology companies and real estate.  She holds series 7 and 66 licenses.

Pam is a volunteer and member of the Atlanta Amateur Hockey League (AAHL), serves at her church, and is a volunteer with the American Red Cross, Disaster Action Team (DAT).  Pam lives in Atlanta, with her cat, Seuss.