As Associate, Client Service, Emily executes money movement transactions and asset transfers, supports client onboarding, and works closely with wealth advisors to build and maintain client and prospect relationships. She assists with capital calls and performance reporting for clients, strengthens strategic partnerships, and ensures an exceptional client experience.
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 and finance.
Originally from Wellesley, MA, she now resides in Miami, FL. Outside of work, Emily enjoys playing tennis, attending fitness classes, and spending time with family and friends.