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Retirement planning

Renee Fourcade

Senior Vice President–Investments

Senior Institutional Consultant, UBS Institutional Consulting Program

Renee has over 30 years of experience in institutional consulting and wealth management services. Renee joined UBS in 2010 after 22 years at J.P. Morgan/Bear Stearns and prior tenure at Drexel Burnham. As an advisor in the UBS Institutional Consulting Group, Renee specializes in comprehensive retirement services for both public and private corporations.

With UBS, Renee uses a comprehensive platform of industry-leading retirement corporate services and solutions - she is well positioned to help your organization reduce costs, operate more efficiently, maximize capital and enhance the participant experience. Renee has assisted clients involved in mergers and acquisitions and is well versed with retirement plan issues unique to those transactions.

In her dedication to her work, Renee participates in prestigious retirement industry programs, such as the Center for Due Diligence (CFDD) Advisor Conference and the Plan Sponsor Council of America (PSCA) National Conference. Renee received the Certified Investment Management Analyst (CIMA®) designation after completing the program at the University of Pennsylvania's Wharton School of Business. In addition, she earned her Chartered Retirement Plans Specialist (CRPS). 

Renee also believes in giving back – especially to children. She is on the board of directors for the Court Appointed Special Advocates (CASA) organization and is a member of the National Charity League.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Barron's Top 100 Women Advisors, 2017, 2018, 2019, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
  • NAPA Top Women Advisors, 2016, 2019The NAPA rating is awarded annually in September based on information from June to August of the award year.
  • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from June to August of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Institutional Consultant, UBS Institutional Consulting Program
  • Senior Retirement Plan Consultant
  • Endowment & Foundation Consultant
  • Portfolio Manager
  • Certified Investment Management Analyst®
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
  • (310) 772-7058

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