First Vice President–Wealth Management
Financial Advisor
The most rewarding part of my job is knowing that I am making a difference in my clients’ lives. As a Financial Advisor to successful multigenerational families, I help them pursue what matters most, protect against the unexpected, and leave a meaningful legacy.
My practice is built around comprehensive financial planning. I begin every relationship by getting to know my clients, learning about their dreams and their concerns. Many of my clients are active in a variety of professions and activities; or retired. Another segment of my client base consists of corporate executives, and equity compensation represents a significant portion of their wealth. My background handling corporate stock plans, in addition to Wealth Management, enables me to further help corporate executives diversify their holdings, sell shares as an insider and generate consistent cash flows.
I have nearly 25 years of experience—all with UBS—in offering a broad range of wealth management services. I work with an extended team of specialists inside and outside the firm, including estate planning attorneys and tax experts, to meet my clients’ needs. I earned my M.B.A. from the University of Chicago Booth School of Business in 2009.
As a former Division I college swimmer, current triathlete, and Chicago resident, I am pioneering an effort through the Chicago Park District to teach swimming to lower-income individuals. I also volunteer at Chicago’s Lurie Children’s Hospital. Outside of the office, I enjoy playing guitar, traveling and spending time with family and friends.
I limit the number of families I work with in order to offer exceptional client service to each client household. I believe that trust is the foundation of every relationship, and nothing makes me happier than when a loyal client refers a colleague or family member to me.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Financial Advisor
The most rewarding part of my job is knowing that I am making a difference in my clients’ lives. As a Financial Advisor to successful multigenerational families, I help them pursue what matters most, protect against the unexpected, and leave a meaningful legacy.
My practice is built around comprehensive financial planning. I begin every relationship by getting to know my clients, learning about their dreams and their concerns. Many of my clients are active in a variety of professions and activities; or retired. Another segment of my client base consists of corporate executives, and equity compensation represents a significant portion of their wealth. My background handling corporate stock plans, in addition to Wealth Management, enables me to further help corporate executives diversify their holdings, sell shares as an insider and generate consistent cash flows.
I have nearly 25 years of experience—all with UBS—in offering a broad range of wealth management services. I work with an extended team of specialists inside and outside the firm, including estate planning attorneys and tax experts, to meet my clients’ needs. I earned my M.B.A. from the University of Chicago Booth School of Business in 2009.
As a former Division I college swimmer, current triathlete, and Chicago resident, I am pioneering an effort through the Chicago Park District to teach swimming to lower-income individuals. I also volunteer at Chicago’s Lurie Children’s Hospital. Outside of the office, I enjoy playing guitar, traveling and spending time with family and friends.
I limit the number of families I work with in order to offer exceptional client service to each client household. I believe that trust is the foundation of every relationship, and nothing makes me happier than when a loyal client refers a colleague or family member to me.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
Coming from higher education, Karen previously worked in admissions for the Kellogg Graduate School of Management at Northwestern University. She joined UBS PaineWebber in November 2001 as a Client Service Associate. In July 2002, she joined the team. Karen’s goal is to provide excellent service to clients with any transactional, operational and administrative support they need.
Karen lives in Chicago with her husband, Donzell and their daughters Alyssa and Alexandra. She enjoys traveling and is a lifelong learner.
Education
Senior Client Associate
Coming from higher education, Karen previously worked in admissions for the Kellogg Graduate School of Management at Northwestern University. She joined UBS PaineWebber in November 2001 as a Client Service Associate. In July 2002, she joined the team. Karen’s goal is to provide excellent service to clients with any transactional, operational and administrative support they need.
Karen lives in Chicago with her husband, Donzell and their daughters Alyssa and Alexandra. She enjoys traveling and is a lifelong learner.
Education
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.
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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