Kate Newcomb is a Managing Director and the Chief of Staff for the office of Present Americas and President Wealth Management Americas.
In her role, Kate supports the President of WMA and Americas on strategic, operational and daily business matters. She maintains the framework for business planning and execution for the region and helps ensure financial targets are met. She also works to promote cross divisional collaboration, and she ensures proper communication and business relations with the field.
Kate began her career in Finance at PaineWebber, predecessor firm to UBS. She has more than 25 years of wealth management experience, including product management, leading major change initiatives and managing large operational areas.
Over the years, Kate held various management roles in wealth management, including: president and chief financial officer of the trust company; head of Retirement Products and Mutual Funds; and more recently, in Operations supporting Banking Products, Client on-boarding, Advisory platforms and the Service Group. Prior to assuming her current responsibilities in 2016, Kate served as Chief of Staff for UBS's Group Chief Financial Officer and Group Chief Operating Officer.
Kate has a BS in Finance from the University of Delaware and an MBA from Fordham University.
Kate is a member of the Board of Directors for Covenant House NY.