Experience

Jacqueline has served the wealth management needs of High Net Worth individuals, families, and international clients for over 20 years. As a member of The Carey Group at UBS, she provides sophisticated, comprehensive financial planning across investments, estate planning, and tax strategy. Jacqueline and her team serve the complex needs of affluent private clients, with a particular focus on the financial needs of foreign nationals, international families, and globally mobile clients.

Jacqueline has been with UBS for over 20 years, building her practice within the firm’s International Division. Prior to her current role, she began her career at Goldman Sachs in New York, pursued a Master of Science in International Finance at INSEEC — Institut des Hautes Études Économiques et Commerciales — in Paris, France, where she also worked as an analyste financière at AXA Investment Management, and later served as a research analyst at Ariel Investments. She subsequently earned her MBA from Boston College, with a concentration in Asset and Investment Management and Portfolio Construction.

Credentials:

•       FINRA Series 7 and Series 66 Securities Licenses

•       Licensed for Life Insurance, Annuities, and Long-Term Care

Education:

•       MBA, Boston College — Asset and Investment Management and Portfolio Construction

•       MS, Master of Science, International Finance — INSEEC, Paris, France

•       BA, Bachelor of Arts — Boston College

Community & Personal:

•       Former Member, Junior Board of Directors, The Fresh Air Fund

•       Former Member, Alumni Board of Directors, Boston College

•       Outside the office, Jacqueline enjoys travel, tennis, and skiing.

As a Senior Registered Client Associate, Cris serves as a trusted point of contact for clients, anticipating their needs and delivering solutions with care and precision. She provides operational and administrative support to the team while managing client relationships with the attentiveness that comes from decades of dedicated service.

Cris has built her entire career at UBS, where she has been a valued member of the firm since 1989, bringing over 35 years of private client knowledge and unwavering dedication to her clients and colleagues.

Credentials:

•       FINRA Series 7 and Series 66 Securities Licenses

Education:

•       Florida International University

Community & Personal:

•       Fluent in English, Spanish, and Portuguese. Conversational in French.

•       Outside of the office, Cris enjoys traveling and painting.