Erika Herfert manages all operational aspects of the practice from client on-boarding through implementation and ensures the highest quality service standards for clients' operational and administrative needs. She joined UBS in 2011. As a Registered Client Service Associate, she holds the Series 7 and Series 66 licenses. She has a BA from the University of Iowa in Italian (fluent) and International Business and a Masters from The George Washington University School of Business.

Registered States:
CA, NV