Knowledge, experience, leadership And the confidence to pursue your goals

I joined UBS in 2011 after over 8 years with Manning & Napier Advisors in Rochester, NY. My career with UBS dovetails well with the experience I had working at Merrill Lynch beginning in 1980 with postings in equity marketing, international marketing, and Merrill Lynch Asset Management. Currently working with both a retirement team and an investment team at UBS allows me the flexibility to tend to client's needs whether it is individual or corporate.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President

Rochester, NY

March 2011 - Present

Manning & Napier Advisors, Inc.

Vice President

Rochester, NY

July 2002 - March 2011

Hayes Fischer Capital Mgt.

Vice President

Rochester, NY

July 1998 - June 2002

Merrill Lynch Asset Management

Assistant Vice President

Princeton, NJ

June 1996 - July 1998

Education

  • Wheaton College, Norton, MA; BA in Economics and History

Licenses

  • Series 7, General Securities Representative
  • Series 66, Investment Advisor Representative
  • Licenses for Life, Accident and Health and Variable Life/Variable Annuities

Personal & Community

  • Rochester Womens Giving Circle-current Circle member and former member of the Grantmaking Committee
  • Chatterbox Club-current member and member of the Finance Committee
  • Jewish Community Center of Rochester Investment Committee-current member
  • Planned Parenthood Retirement and Investment Committee-current member

Registered States:

AZ, CO, DC, FL, IN, MA, MI, NH, NJ, NY, SC, TX, VA, WA