Managing Director–Wealth Management
Private Wealth Advisor
Developing stability for the future
When I sit down with my clients and their families, I see all the details of their life's work, then bring a new perspective to manage risk and reduce volatility. Working closely with select individuals, our team is focused entirely on understanding every detail of our clients' financial lives. I’m the steady hand helping you navigate to calmer waters after significant windfalls or life changes. My role is to identify your needs and create the best strategies to meet them. Your wealth represents a lifetime of work and sacrifice. You deserve a tailored approach.
A seat at the table for everyone
It's an honor to be part of these important conversations, and I’m driven by the trust our clients place in us. I've focused on private wealth management, especially for families, supporting them through both booming and challenging economic times. I keep my highly select client base small to provide personalized attention. My work with clients is very personal, often involving deep engagement with their ambitions and goals. I pride myself on truly understanding my clients' needs, fears, and aspirations. Private wealth management is not just my job; it's my passion.
The most exciting part of my work with families is the chance to educate the rising generation about money. Sitting around a table with family members, planning together for the future, is one of the most fulfilling roles I can have.
Previous experience
• UBS Private Wealth Management, Senior Vice President
• Bank of America, The Private Bank, Vice President
• Fly fishing guide
Outside of UBS
• Passionate Fly fisherman, skier and mountain biker
• Coach to lacrosse teams for both my sons
• Spend family time in the outdoors or traveling
• Board Member, Ross Valley Lacrosse Club
“Wealth Management is a deeply personal and often complex engagement. There’s no substitute for experience and a steady hand to help you navigate the myriad of complexities”
Recognized as an industry leader:
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.
Education
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Developing stability for the future
When I sit down with my clients and their families, I see all the details of their life's work, then bring a new perspective to manage risk and reduce volatility. Working closely with select individuals, our team is focused entirely on understanding every detail of our clients' financial lives. I’m the steady hand helping you navigate to calmer waters after significant windfalls or life changes. My role is to identify your needs and create the best strategies to meet them. Your wealth represents a lifetime of work and sacrifice. You deserve a tailored approach.
A seat at the table for everyone
It's an honor to be part of these important conversations, and I’m driven by the trust our clients place in us. I've focused on private wealth management, especially for families, supporting them through both booming and challenging economic times. I keep my highly select client base small to provide personalized attention. My work with clients is very personal, often involving deep engagement with their ambitions and goals. I pride myself on truly understanding my clients' needs, fears, and aspirations. Private wealth management is not just my job; it's my passion.
The most exciting part of my work with families is the chance to educate the rising generation about money. Sitting around a table with family members, planning together for the future, is one of the most fulfilling roles I can have.
Previous experience
• UBS Private Wealth Management, Senior Vice President
• Bank of America, The Private Bank, Vice President
• Fly fishing guide
Outside of UBS
• Passionate Fly fisherman, skier and mountain biker
• Coach to lacrosse teams for both my sons
• Spend family time in the outdoors or traveling
• Board Member, Ross Valley Lacrosse Club
“Wealth Management is a deeply personal and often complex engagement. There’s no substitute for experience and a steady hand to help you navigate the myriad of complexities”
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President
Private Wealth Advisor
When I started in the business over 30 years ago, I immediately recognized the opportunity to offer true comprehensive wealth management.
Understanding the nature of growth
There's something magical about the crisp, cool air of a mountain trail and the clear ripples of a stream. Nature's beauty is remarkable, and I believe we're here to take care of it. I think managing finances is a lot like preserving nature through conservation. Both are vulnerable to things we can't control, but with some smart planning and understanding of risks, we can navigate through the ups and downs. I work closely my clients so we can build stability and consistency over the years.
A steady hand managing all the details
When I entered the financial field over 30 years ago, I saw the need for real, comprehensive wealth management. I've been through booming markets and painful downturns, which taught me the importance of helping people “live today, and plan for tomorrow”, as the saying goes. My career has been all about providing multi-generational wealth planning that meets the financial and philanthropic goals of my clients and their families. I work with successful entrepreneurs who want to give back and make the world a better place. Having an advisor helps them achieve those goals: one who manages their portfolio, coordinates with their outside tax and legal advisors, and understands every detail of their financial life.
I know successful wealth planning isn’t one-size-fits-all. I am usually the first call my clients make when their life changes: a job, a child, a new adventure. So, I spend a lot of time getting to know my clients, their risk tolerance, expected gains, stability, and above all, their values. Everyone deserves personalized advice and dedicated attention to their goals.
When I'm not working with clients, you'll find me out in nature, skiing, fly fishing, and mostly focusing on preserving our waterways for future generations. But above all, I live for my three boys, Colby, Clayton, and Carter, instilling in them the same love and respect for the outdoors that I have.
Previous experience
Education and credentials
Outside of UBS
Quote from advisor
“I spend a significant amount of time with my clients, something they really value.”
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President
Private Wealth Advisor
When I started in the business over 30 years ago, I immediately recognized the opportunity to offer true comprehensive wealth management.
Understanding the nature of growth
There's something magical about the crisp, cool air of a mountain trail and the clear ripples of a stream. Nature's beauty is remarkable, and I believe we're here to take care of it. I think managing finances is a lot like preserving nature through conservation. Both are vulnerable to things we can't control, but with some smart planning and understanding of risks, we can navigate through the ups and downs. I work closely my clients so we can build stability and consistency over the years.
A steady hand managing all the details
When I entered the financial field over 30 years ago, I saw the need for real, comprehensive wealth management. I've been through booming markets and painful downturns, which taught me the importance of helping people “live today, and plan for tomorrow”, as the saying goes. My career has been all about providing multi-generational wealth planning that meets the financial and philanthropic goals of my clients and their families. I work with successful entrepreneurs who want to give back and make the world a better place. Having an advisor helps them achieve those goals: one who manages their portfolio, coordinates with their outside tax and legal advisors, and understands every detail of their financial life.
I know successful wealth planning isn’t one-size-fits-all. I am usually the first call my clients make when their life changes: a job, a child, a new adventure. So, I spend a lot of time getting to know my clients, their risk tolerance, expected gains, stability, and above all, their values. Everyone deserves personalized advice and dedicated attention to their goals.
When I'm not working with clients, you'll find me out in nature, skiing, fly fishing, and mostly focusing on preserving our waterways for future generations. But above all, I live for my three boys, Colby, Clayton, and Carter, instilling in them the same love and respect for the outdoors that I have.
Previous experience
Education and credentials
Outside of UBS
Quote from advisor
“I spend a significant amount of time with my clients, something they really value.”
Recognized as an industry leader:
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.
Education
Credentials
Senior Wealth Strategy Associate
Following tenures at firms such as Merrill Lynch and Credit Suisse, I joined UBS Private Wealth Management in 2015 and have over 15 years of extensive experience in the financial industry. Since joining UBS Private Wealth Management, I have been an integral part of the Brookfield team, specializing in serving both domestic and International (Asia-centric) ultra-high net-worth clients. As our team continues to evolve, we remain dedicated to addressing the diverse needs of our clients comprising of ultra-high net-worth individuals, entrepreneurs and families within the robust domestic market. As a Sr. Wealth Strategy Associate, I oversee the teams daily operations and portfolio management including portfolio rebalancing, lending solutions, FX transactions, 10b5-1 planning and Syndicate.
I graduated from the University of California, San Diego with a BA in economics. In my spare time, I enjoy the outdoors, yoga and travelling. I currently reside in the east bay with my husband and son.
Certification and education
Education
Senior Wealth Strategy Associate
Following tenures at firms such as Merrill Lynch and Credit Suisse, I joined UBS Private Wealth Management in 2015 and have over 15 years of extensive experience in the financial industry. Since joining UBS Private Wealth Management, I have been an integral part of the Brookfield team, specializing in serving both domestic and International (Asia-centric) ultra-high net-worth clients. As our team continues to evolve, we remain dedicated to addressing the diverse needs of our clients comprising of ultra-high net-worth individuals, entrepreneurs and families within the robust domestic market. As a Sr. Wealth Strategy Associate, I oversee the teams daily operations and portfolio management including portfolio rebalancing, lending solutions, FX transactions, 10b5-1 planning and Syndicate.
I graduated from the University of California, San Diego with a BA in economics. In my spare time, I enjoy the outdoors, yoga and travelling. I currently reside in the east bay with my husband and son.
Certification and education
Education
Wealth Strategy Associate
Since joining UBS in 2017, Emma Carey has made it her mission to help clients feel comfortable when it comes to discussing their finances. It’s an approach that stands out in an industry that can feel intimidating and overwhelming. It also shows wisdom: by being approachable and easy to talk to, clients tend to open up to Emma, which results in better communication and, ultimately, more informed financial planning.
As the first point of contact, Emma plays a crucial role—helping clients solve problems, understanding their goals and concerns and facilitating the execution of financial plans. Her role in onboarding is essential to building long-term relationships based on trust and transparency. “We are not here to sell clients products and short-term success,” she says. “We want to build a lifelong relationship and help them achieve their long-term financial goals.”
Emma is a graduate of the University of South Carolina, and currently resides in New Jersey on a small riverside farm with her husband and one year old son.
Certification and education
Wealth Strategy Associate
Since joining UBS in 2017, Emma Carey has made it her mission to help clients feel comfortable when it comes to discussing their finances. It’s an approach that stands out in an industry that can feel intimidating and overwhelming. It also shows wisdom: by being approachable and easy to talk to, clients tend to open up to Emma, which results in better communication and, ultimately, more informed financial planning.
As the first point of contact, Emma plays a crucial role—helping clients solve problems, understanding their goals and concerns and facilitating the execution of financial plans. Her role in onboarding is essential to building long-term relationships based on trust and transparency. “We are not here to sell clients products and short-term success,” she says. “We want to build a lifelong relationship and help them achieve their long-term financial goals.”
Emma is a graduate of the University of South Carolina, and currently resides in New Jersey on a small riverside farm with her husband and one year old son.
Certification and education
Senior Strategist
Portfolio Advisory Group
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Senior Strategist
Family Advisory and Philanthropy Services
Director
Senior Wealth Strategist
Executive Director
Equity derivatives specialist
Senior Strategist
Portfolio Advisory Group
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Senior Strategist
Family Advisory and Philanthropy Services
Director
Senior Wealth Strategist
Executive Director
Equity derivatives specialist
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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