Senior Vice President–Wealth Management
Financial Advisor
A wealth manager with a passion for people
With a passion for helping people and developing lasting relationships, Kristin brings more than 27 years of experience advising sophisticated clients along the pathway to meet their most meaningful—and often complex—financial goals. Focusing on holistic wealth management, Kristin provides tailored advice and solutions to address all areas of her clients’ lives—from investment management and asset allocation to longevity and multigenerational family planning. She works closely with all of her clients to become a trusted advisor and integral part of their financial and personal lives.
Insight grounded in experience
Prior to joining UBS in 2013, Kristin spent 21 years at Morgan Stanley and its predecessor firms, where she successfully helped her clients' manage their wealth through a range of turbulent market cycles.
Credentials that build confidence
Kristin maintains her Series 7, 63, 65, 9 and 10 securities licenses along with her New York State, New Jersey, and Connecticut life and health insurance licenses. Kristin received her B.S. in Business Administration with a concentration in Marketing from Le Moyne College.
Outside of UBS
Kristin is an active member in her community, serving on the board of her local youth Lacrosse program and coaching the 5th and 6th grade girls. She volunteers her time with the Cottage School in Pleasantville, helping provide educational and emotional support to underprivileged children in the foster care system. She recently completed her third NYC marathon, loves to ski, golf, play paddle tennis, and travel with her family. Kristin and her husband Rob live in Pleasantville, NY with their three children Aidan, Owen, and Abby.
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
A wealth manager with a passion for people
With a passion for helping people and developing lasting relationships, Kristin brings more than 27 years of experience advising sophisticated clients along the pathway to meet their most meaningful—and often complex—financial goals. Focusing on holistic wealth management, Kristin provides tailored advice and solutions to address all areas of her clients’ lives—from investment management and asset allocation to longevity and multigenerational family planning. She works closely with all of her clients to become a trusted advisor and integral part of their financial and personal lives.
Insight grounded in experience
Prior to joining UBS in 2013, Kristin spent 21 years at Morgan Stanley and its predecessor firms, where she successfully helped her clients' manage their wealth through a range of turbulent market cycles.
Credentials that build confidence
Kristin maintains her Series 7, 63, 65, 9 and 10 securities licenses along with her New York State, New Jersey, and Connecticut life and health insurance licenses. Kristin received her B.S. in Business Administration with a concentration in Marketing from Le Moyne College.
Outside of UBS
Kristin is an active member in her community, serving on the board of her local youth Lacrosse program and coaching the 5th and 6th grade girls. She volunteers her time with the Cottage School in Pleasantville, helping provide educational and emotional support to underprivileged children in the foster care system. She recently completed her third NYC marathon, loves to ski, golf, play paddle tennis, and travel with her family. Kristin and her husband Rob live in Pleasantville, NY with their three children Aidan, Owen, and Abby.
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.
Credentials
Senior Client Associate
A client service associate with a passion for service
With a passion for working with people, Natella focuses on all aspects of a client's needs and places exceptional service as her top priority. She is responsible for all day-to-day administrative duties and assisting with any client requests and queries.
Insight grounded in experience
Working in the financial services industry since 2000, Natella started her career as a sales assistant at Smith Barney working for the compliance manager, sales manager, and a Financial Advisor team. She joined UBS in 2009 and has been working as a Senior Client Service Associate ever since.
Credentials that build confidence
Natella maintains her series 7 and 63 securities licenses. She earned her B.S. in Information Technology and Finance from LIU.
Outside of UBS
In her free time, Natella enjoys reading, museums and art, and spending time with her family. Natella and her husband Vitaliy live in Morganville, New Jersey with their two children Isabelle and Shane.
Senior Client Associate
A client service associate with a passion for service
With a passion for working with people, Natella focuses on all aspects of a client's needs and places exceptional service as her top priority. She is responsible for all day-to-day administrative duties and assisting with any client requests and queries.
Insight grounded in experience
Working in the financial services industry since 2000, Natella started her career as a sales assistant at Smith Barney working for the compliance manager, sales manager, and a Financial Advisor team. She joined UBS in 2009 and has been working as a Senior Client Service Associate ever since.
Credentials that build confidence
Natella maintains her series 7 and 63 securities licenses. She earned her B.S. in Information Technology and Finance from LIU.
Outside of UBS
In her free time, Natella enjoys reading, museums and art, and spending time with her family. Natella and her husband Vitaliy live in Morganville, New Jersey with their two children Isabelle and Shane.
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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