Angela has over 20 years of experience advising substantial families on sophisticated investment strategies to manage risk, liquidity, and, where appropriate, implement socially responsible and impact investments. In addition, Angela brings a unique perspective and skillset as one of the few designated Family Office Consultants at UBS to engage with families regarding family business succession planning, family governance, intergenerational wealth planning, and impactful philanthropy. In short, partnering with our families at the intersection of Family, Finance, and Philanthropy. Angela serves on the UBS Sustainability Advisor Council and was selected as an Ambassador for UBS Global Visionaries. Prior to joining UBS in 2008, Angela was a Private Banker at Lehman Brothers Private Investment Management and began her financial services career at J.P. Morgan Private Bank (formerly Morgan Guaranty Trust).

Angela is active in the community and serves on multiple boards. She is a Trustee of the Doris Duke Charitable Foundation (Chair Investment Committee for $1.8B endowment), on the Board of Directors of Grace Farms Foundation, and she most recently joined Pharrell Williams' Yellow Advisory Board. She serves on the Board of Directors of Jumia, a for profit e-commerce platform operating in Africa. Angela continues to be active in the Cornell community serving on the SC Johnson Cornell School of Business and the Cornell Trustee Alumni Network. She was awarded the Wilbur Parker Award for her work in diversity and was recently selected as the recipient of the Robert J. Swieringa Service Award. Former board engagements include: Grassroot Soccer, Global Health Alliance, Beespace, Forward Impact, and she was a Founding Member of the United Nations Foundation Global Entrepreneurs Council.

Angela has received various industry and community awards including the “Women of Power and Influence Award” by the National Organization of Women (alongside Janet Yellen), one of “46 Leaders in Sustainable Investing” by Forbes, one of the City and State New York Top 100 in CSR in 2017, and was named one of the 50 Most Influential Women in Private Wealth in 2015 by Private Asset Management Magazine. She is a frequent speaker at conferences and in the media (Bloomberg, CNBC and Barron‘s), providing  market insights and commentary on investments with an Environmental, Social and Governance focus. 

Angela is a member of the Social Investment Forum and the Economic Club of New York. She earned an M.B.A. from Johnson Graduate School of Management at Cornell University and an B.A./M.A. in Linguistics from the University of Konstanz, Germany. Angela lives with her husband and son in Brooklyn and Ithaca, is fluent in German, and likes to test limits having run six marathons and scaling Mt. Kilimanjaro.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, ME, MI, MN, NJ, NV, NY, OK, PA, TX, VT, WA

Prior to joining UBS, Bonnie spent over 15 years as a tax attorney and certified public accountant advising entrepreneurs, C-level executives and closely-held businesses however, does not perform this function at UBS. Her technical training and years of industry experience allow her to assist in the planning process as well as provide a full complement of expertise rarely available from one individual. Bonnie specializes in personal and corporate tax strategies. As the prior Chair of the American Bar Association Estate and Gift Tax Committee, Bonnie was engaged in current legislative decisions regarding tax and estate planning. Her committee was responsible for the dissemination of this information to attorneys and the public. Bonnie is also a former member of the Philadelphia, Pennsylvania and New Jersey Bar Associations, and serves on the Board of Directors for the Drexel University Advisory Leadership Council. Bonnie has an L.L.M. in taxation from New York University, a J.D. from Temple University and a B.S. from Drexel University, cum laude. She also studied international human rights law at Oxford University.

Registered States:
CA, CT, DE, FL, GA, MA, MD, MO, NC, NJ, NV, NY, PA, TX, VA

Jordan has over 15 years of experience in financial services.  He joined UBS Private Wealth Management from BNP Paribas where he was a Vice President on the Global Equities, Commodities and Derivatives platform. Jordan's responsibilities include creating and managing various portfolio strategies for our substantial families and has been instrumental in the creation and management of our group's SRI portfolio, Thetis. Jordan also structures and implements sophisticated option strategies, investment manager due diligence and monitoring, and relationship management. Jordan received his B.A. from Indiana University and his M.B.A. from New York University's Stern School of Business. He holds Series 7, 24, 63, and 65 licenses and is a holder of the Chartered Financial Analyst® designation.

Jordan is originally from California and lives in the San Francisco Bay Area with his wife Charlene and daughters Amelie and Noa.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, MI, MN, NJ, NV, NY, OK, PA, TX, VT, WA

George started his career managing a family office, HGG Investments, where he was involved in all facets of investments and operations. After completing his MBA at Cornell, he entered the High-Tech industry where he spent over 15 years as an entrepreneur, venture capitalist and executive working with start-ups to large companies like Beehive Ventures, Amazon, Dell and Cisco. Upon having his own liquidity event, combined with these experiences, George realized the full benefit of wealth planning and managing risk for families, entrepreneurs, venture capitalists and executives which is his focus here at Evergreen. 

George is a Member of the Cornell Club, Red Bear Angels, NorCal Johnson School Clubs & NYC Cornellians, and CU Boulder Alumni Association. He is a Board Member of The Cornell Johnson Club of the Bay Area and a Board Member & Treasurer of the San Francisco Boardsailing Association and a Member & former Regional Director of US Windsurfing. He earned an MBA from the Johnson Graduate School of Management at Cornell University and a BA from the University of Colorado at Boulder.  George and his wife, Micaela have three children, fraternal twins Clara and Grant and one year old son Vance. They live in Los Gatos, CA.  He is a competitive windsurfer and has competed in regattas throughout the US. 

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, NJ, NY, OK, PA, TX, WA

Susannah joined UBS in March 2018. She has over 8 years of experience in the Financial Services industry. Prior to joining UBS, Susannah was a Senior Accountant at The Carlyle Group in Washington, DC. She graduated in 2010 from North Carolina State University where she received her B.S. in Business Administration with a concentration in Finance. Susannah is Series 7 and Series 66 licensed.

Susannah is originally from North Carolina and currently resides in Center City, Philadelphia.

Registered States:

CA, CT, DE, FL, GA, IL, ME, MD, MO, NJ, NY, NC, PA, TX, VA, WY

Registered States:
CA, CT, DE, FL, GA, MA, MD, MO, NC, NJ, NV, NY, PA, TX, VA

Jason has over 5 years of experience in the financial services industry, specifically in the counterparty credit risk space. He joined UBS from Deutsche Bank, where he was a risk professional managing the risk exposure of Deutsche Bank’s wealth management business. He started his career at Barclays as a hedge fund credit analyst, where he actively managed the trading relationships with leveraged fund clients.

At Evergreen, his responsibilities include thorough analysis on clients' financials and investment opportunities, asset allocation, due diligence and monitoring on investment managers, as well as portfolio rebalance and trade execution. He received his B.S. in Finance from the Bernard M. Baruch College. Jason holds Series 7 and 66, and is a holder of both Chartered Financial Analyst® and Financial Risk Manager® designations. He is originally from Shanghai, China and now resides in Manhattan with his wife Claire.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, MI, MN, NJ, NY, OK, PA, TX, VT, WA

Maria is new to the team and joined UBS in March of 2020. She has 3 years of experience in the Financial Services industry. Prior to joining UBS, Maria gained experience as a Licensed Brokerage Investment Professional and a Test Lead at The Vanguard Group in Malvern, PA. She graduated in 2017 from Temple University where she received her B.B.A. in International Business. Maria is Series 7 and Series 63 licensed.

Maria is originally from Elverson, Pennsylvania and currently resides in Fairmount, Philadelphia. 

Registered States:
CA, CT, DE, FL, GA, MA, MD, MO, NC, NJ, NY, PA, TX, VA

Mimi has over 6 years of experience in the financial services industry. She joined UBS Private Wealth Management from CIBC Wood Gundy in Vancouver, Canada where she was an Investment Advisor advising HNW individuals on tax advantaged investing, non-resident investing, and structured products. Mimi’s responsibilities include reviewing portfolio strategies for our substantial families, investment products due diligence, and relationship management. Mimi received her B.Sc from the University of Southern California, Marshall School of Business and her M.B.A from the University of Toronto’s Rotman School of Management.

Mimi is a Forté Fellow awarded by the Forté Foundation for women leaders in business, as well as a Reaching Out MBA (ROMBA) Fellow awarded by the ROMBA organization for LGBTQ business leaders. Mimi is passionate about diversity and inclusion initiatives and enjoys pushing her limits having run 3 international marathons.

Mimi is originally from Vancouver, Canada and now resides in Manhattan.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, MI, MN, NJ, NV, NY, OK, PA, TX, VT, WA

Jeffrey joined UBS in 2018. He previously worked as a project manager in sustainable agriculture and ecosystem restoration. He received his B.A. from the University of Colorado at Boulder where he studied under the Department of Geography with a focus on Environment-Society Relations. He is originally from Oklahoma and now resides in Brooklyn.

Jessica joined UBS in 2019. She recently graduated from Loyola University Maryland where she received her B.B.A. with a concentration in Marketing and a minor in Information Systems.  She currently resides in New Jersey.