Active listeners. Big-picture thinkers.

Private Wealth Management 


As a team, we understand that listening to our clients is one of the most important things we do. We want to capture the big picture, beginning with learning about your specific goals and family aspirations, followed by a greater understanding of your assets. This provides us with a holistic framework for identifying the best solutions and offering ongoing guidance. In everything we do, our approach is collaborative, which forms the basis for a trusting and loyal relationship that’s designed to put you at ease.

We are a principled planning team with strong values and the rigor and discipline to back them up. That, combined with our experience and deep knowledge of the industry, leads to lasting relationships with our clients. We strive to be the calming voice of reason at all times, and we’re there to support you with advice and guidance on everything from managing the family dynamics to tackling important financial decisions. In working to reduce the complexities and offer diverse perspectives, our team seeks to demonstrate that we always have your best interests in mind.

person a top mountain

  • Melissa Henderson

    Melissa Van Putten Henderson

    Managing Director–Wealth Management

    • image
    • image
  • Doris Neyra

    Doris Neyra

    Managing Director–Wealth Management

    • image
    • image
    • image
  • Gina Jamurath

    Gina Jamurath

    Senior Wealth Strategy Associate

    • image
    • image

Your life, wealth and future. UBS Wealth Way

Woman reading

The power of investing now


Investment management

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020