For more than 25 years, UBS Institutional Consulting in Menlo Park, CA, has provided full-service investment consulting to institutional investors and private clients. Our clients include foundations, endowments, corporations and individuals—typically with assets of $5 million to $500 million. Our commitment is to combine our collective experience, knowledge and energy with the global resources of UBS in order to provide proactive advice and customized strategies that help you pursue your long-term investment objectives.

• Senior Institutional Consultant
• Institutional Consulting team since 1991
• BA—Psychology (Business minor), UCLA
• MBA—Finance, Santa Clara University
• CIMA®, Wharton School of Finance
• Investment Committee Member – Mercy Investment Services, Hanna Boys Center, St. Mark's Endowment
• Barron's Top 1000 Financial Advisor – 2011, 2010
• Barron's Top 100 Women Financial Advisor – 2010, 2009

AZ, CA, CO, FL, HI, MD, MI, NC, NV, OR, VA, WA, WI, WY