50 UBS FAs named to Working Mother magazine’s 2019 "Top Wealth Advisor Moms" list

New York 07 Oct 2019, 14:00

    

New York, October 3 –Working Mother magazine recently released their 2019 "Top Wealth Advisor Moms" list and recognized 50 Financial Advisors at UBS. In just two years, UBS has more than doubled its presence on the list, rising from 24 financial advisors in 2017 to 50 financial advisors in 2019.

One of our Advisors, Wendy Holmes, explained how she overcame obstacles allowing her to become successful in her field while raising her daughter.

Wendy stated, "My husband and I tried for years to get pregnant. That experience made me appreciate that you can never fully understand what someone else is going through—and that financial assets do not solve many of life’s challenges. In order for us to be effective, we need to understand what drives and concerns our clients. I used that obstacle to connect on a deeper level with clients and help build a team with a shared vision."

These 50 women have been recognized for their ability to successfully balance work and family, earning them a spot on this prestigious list. Working Mother and Shook Research rank these advisors based on the volume of assets overseen by the advisors and their team, revenues generated for the firm, and the quality of the advisors’ practices. 

To learn more about the Advisors on this year's list, visit their websites below:

Name

Name

Last Name

Last Name

City

City

Website

Website

Name

Christine

Last Name

Abbott

City

New York, NY

Website

Link

Name

Sonia

Last Name

Attkiss

City

New York, NY

Website

Link

Name

Natalie

Last Name

Barron

City

Seal Beach, CA

Website

Link

Name

Laurie

Last Name

Barry

City

Chicago, IL

Website

Link

Name

Kristin

Last Name

Bloom

City

Westport, CT

Website

Link

Name

Maria Carolina

Last Name

Cardenas

City

Coral Gables, FL

Website

 

Name

Katie

Last Name

DeMarco

City

New York, NY

Website

 

Name

Ileana

Last Name

Dominguez

City

Henderson, NV

Website

Link

Name

Elizabeth

Last Name

Engelmann

City

Bloomington, MN

Website

Link

Name

Rachel

Last Name

Gottlieb

City

New York, NY

Website

Link

Name

Jessica

Last Name

Guo

City

Wellesley, MA

Website

Link

Name

Diane

Last Name

Hart

City

Pasadena, CA

Website

Link

Name

Wendy

Last Name

Holmes

City

New York, NY

Website

Link

Name

Kirsten

Last Name

Ismail

City

Boston, MA

Website

Link

Name

Teresa

Last Name

Jacobsen

City

Stamford, CT

Website

Link

Name

Misty

Last Name

Jones

City

Napa, CA

Website

Link

Name

Jessica

Last Name

Kartzinel

City

Henderson, NV

Website

Link

Name

Tiffany

Last Name

Kellner

City

Miamisburg, OH

Website

Link

Name

Jennifer

Last Name

Kraus

City

New York, NY

Website

Link

Name

Casey

Last Name

Kriedman

City

New York, NY

Website

Link

Name

Kathleen

Last Name

Lach

City

Columbus, OH

Website

Link

Name

Ashley H.

Last Name

Laubach

City

Orlando, FL

Website

Link

Name

Dana

Last Name

Macaluso

City

New York, NY

Website

Link

Name

Carol

Last Name

Mani Johnston

City

San Antonio, TX

Website

Link

Name

Caryl-Lyn

Last Name

Mazullo

City

Akron, OH

Website

Link

Name

Alli

Last Name

McCartney

City

New York, NY

Website

Link

Name

Diane

Last Name

McMinds

City

Napa, CA

Website

Link

Name

Linda

Last Name

Modico

City

New York, NY

Website

Link

Name

Heather Carter

Last Name

Molin

City

New York, NY

Website

Link

Name

Angela

Last Name

Mwanza

City

New York, NY

Website

Link

Name

Betsy

Last Name

Nelson

City

Chicago, IL

Website

Link

Name

Samantha

Last Name

Parker Hopkins

City

Tampa, FL

Website

Link

Name

Kelli

Last Name

Puhl

City

Wayzata, MN

Website

Link

Name

Xi

Last Name

Qiao

City

San Francisco, CA

Website

Link

Name

Bonnie

Last Name

Richards

City

New York, NY

Website

Link

Name

Shelley

Last Name

Richardson

City

Los Gatos, CA

Website

Link

Name

Melissa

Last Name

Riven Mirabile

City

Albany, NY

Website

Link

Name

Karen

Last Name

Robbins

City

Newtown, PA

Website

Link

Name

Emily

Last Name

Rubin

City

New York, NY

Website

Link

Name

Jennifer

Last Name

Sampson

City

Tyler, TX

Website

Link

Name

Kristen

Last Name

Scarpa Bissett

City

West Palm Beach, FL

Website

Link

Name

Pam

Last Name

Segal Rhodes

City

Miami, FL

Website

Link

Name

Katerina

Last Name

Simonetti

City

Philadelphia, PA

Website

Link

Name

Brenda

Last Name

Vanderslice

City

Memphis, TN

Website

Link

Name

Alexandra

Last Name

Van Meurs

City

Houston, TX

Website

Link

Name

Sherry

Last Name

Verburgt

City

Houston, TX

Website

Link

Name

Kalyn

Last Name

Walker

City

San Diego, CA

Website

Link

Name

Laura

Last Name

Wellon

City

Atlanta, GA

Website

Link

Name

Limei

Last Name

Yu

City

Chicago, IL

Website

Link

Name

Joanne

Last Name

Zhong

City

San Francisco, CA

Website

Link

Notes to Editors:

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

UBS Global Wealth Management Americas

Laura Hastings
laura.hastings@ubs.com
Tel: 212 882-5705