As a former electrical engineer and lifelong volunteer, I’ve developed strong problem-solving and goal-setting skills for organizations and affluent families. As a UBS Private Wealth Advisor, I integrate my passion for making a difference in the lives of others into the counsel I provide to women, families and mission-driven organizations. I assist my clients in pursuing their investment goals through a “doing well by doing good” approach that begins with understanding their values. Supported by industry-leading philanthropy and sustainable investment expertise at UBS, I can then help align their portfolios and giving strategies with those values. To me, this approach can help change the world for the better.
From advanced estate planning and impact investing, to endowment and foundation consulting, my advice is rooted in collaboration and critical thinking. As a lifelong volunteer, I bring the experience of having chaired boards and investment, governance and development committees for a variety of nonprofit organizations.
I am a strong supporter of educational equity and have dedicated much of my volunteer work to Fulfillment Fund, which makes college a reality for LA students growing up in educationally and economically under-resourced communities. I currently have the honor of serving as Board Chair of the organization, which has helped thousands of first-generation students pursue an education to help them be career ready. I have previously served on the Boards and committees of CHAMPS Charter High School, the Hugh O’Brien Youth Foundation, and Artists for Change in Los Angeles. I have also remained deeply involved with my alma mater UCLA, serving as a Gold Shield Alumnae, Past President of UCLA Anderson Alumni Network, and Founder of the UCLA Anderson Dean’s Society Women.
Education and Designations:
- B.S., Electrical Engineering, Washington University in St. Louis
- M.B.A, UCLA Anderson School
- Certified Investment Management Analyst (CIMA®)
