Knowledge Powered by experience

With 20+ years of experience as a UBS Wealth Advisor, Hope works with her clients to understand their financial needs during all stages of their lives. Hope has her CFP® license which encourages her holistic approach. In addition to UBS, Hope also serves on the board of the New York City Children's Theater which promotes children's literacy and social development through professional theater productions.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Wealth Management

January 1989 - Present

Oppenheimer & Co. Inc.

October 1977 - January 1989

Accomplishments

  • CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Board of Standards Inc.

Education

  • M. Ed Boston College, Chestnut Hill MA
  • B.A. Marymount College, Tarrytown NY

Licenses

  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Series 7, General Securities Representative
  • Life, Health, Long-Term Care Insurance and Annuities Licensed: FL, MA, NC, NJ, NY

Personal & Community

  • Lincoln Center Corporate Fund Women's Leadership Council
  • Financial Women's Association, NYC
  • New York City Children's Theater, NYC, Board of Directors
  • DeLaSalle School, Freeport , NY, Advisory Council

Registered States:

AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MN, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TX, UT, VA, VT