As Associate, Wealth Strategy, Emily provides comprehensive wealth strategy services to ultra high net worth clients, collaborating with her team to create tailored solutions for families navigating the complexities of multi-generational wealth.
Emily brings valuable experience from her previous role as a Client Service Associate at UBS Private Wealth Management in Manhattan where she worked for a group of ultra high net worth families, foundations, and endowments.
Emily earned her Bachelor of Arts in Communication from Boston College, where she served as Chief of Staff of Women in Business — a club for undergraduate women pursuing careers in business & finance.
Originally from Wellesley, MA, Emily now resides in Miami, FL. Outside of work, she enjoys playing tennis, attending fitness classes, and spending time with family and friends.