Client Associate
Before switching over to the financial industry and joining UBS in October 2022, Sarah worked for nine years in data analytics. With her strong work ethic and attention to detail, she is committed to providing an excellent client experience.
Outside of work, Sarah enjoys lifting weights, practicing yoga & meditation, doing logic puzzles, walking her two Chihuahuas, and spending time with her family and friends.
Education
Client Associate
Before switching over to the financial industry and joining UBS in October 2022, Sarah worked for nine years in data analytics. With her strong work ethic and attention to detail, she is committed to providing an excellent client experience.
Outside of work, Sarah enjoys lifting weights, practicing yoga & meditation, doing logic puzzles, walking her two Chihuahuas, and spending time with her family and friends.
Education
Vice President–Wealth Management
Financial Advisor
Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael provides a comprehensive planning approach which combines investment and tax strategy to help find untapped opportunities for his clients.
Education
Credentials
Let's connect
Vice President–Wealth Management
Financial Advisor
Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael provides a comprehensive planning approach which combines investment and tax strategy to help find untapped opportunities for his clients.
Education
Credentials
Let's connect
Client Associate
Prior to joining UBS in September 2022, Kristen spent five years with Wells Fargo Advisors as a sales assistant and 17 years at Commonwealth Financial as an operations liaison specialist. Kristen lives in Quincy, MA. She enjoys yoga, running and cardio boxing.
Education
Client Associate
Prior to joining UBS in September 2022, Kristen spent five years with Wells Fargo Advisors as a sales assistant and 17 years at Commonwealth Financial as an operations liaison specialist. Kristen lives in Quincy, MA. She enjoys yoga, running and cardio boxing.
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.
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