Wealth Strategy Associate
Kristen has been working with high net worth families for nearly four years. She joins UBS from her previous position as an analyst at J.P. Morgan Private Bank. Working with Bob, Kristen manages all of the day to day operations and service requests, including client onboarding, trading and portfolio construction. Together, they deliver holistic wealth management that addresses the full spectrum of their clients’ complex wealth goals from multigenerational wealth transfer and business succession to philanthropy.
A graduate of Providence College with a B.S. in Mathematics and Finance, Kristen is a Certified Financial Planner™ certificant and holds her Series 3, 7 and 63 securities licenses. Outside of work, she enjoys traveling, snowboarding and running and all that Boston offers.
Education
Credentials
Wealth Strategy Associate
Kristen has been working with high net worth families for nearly four years. She joins UBS from her previous position as an analyst at J.P. Morgan Private Bank. Working with Bob, Kristen manages all of the day to day operations and service requests, including client onboarding, trading and portfolio construction. Together, they deliver holistic wealth management that addresses the full spectrum of their clients’ complex wealth goals from multigenerational wealth transfer and business succession to philanthropy.
A graduate of Providence College with a B.S. in Mathematics and Finance, Kristen is a Certified Financial Planner™ certificant and holds her Series 3, 7 and 63 securities licenses. Outside of work, she enjoys traveling, snowboarding and running and all that Boston offers.
Education
Credentials
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.
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.
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