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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
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.
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
Managing Director–Wealth Management
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.
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
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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