Senior Vice President - Investments
Institutional Consultant, UBS Institutional Consulting
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Plans Specialist (CRPS®)
With today's retirement plan landscape marked by ongoing change, it all adds up to a greater focus on fiduciary responsibility and new management challenges for plan sponsors.
I take a collaborative approach to helping you address these challenges. And, working together, I can chart a path to help you manage plan complexity. I am on the front lines of the new retirement, and I stand ready to help you and your participants meet the challenges of today's world.
Renee Fourcade has been recognized as an industry leader.
- Forbes America's Top Women Advisors, 2018, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Working Mother Magazine Top Wealth Adviser Moms, 2017
- Barron's Top 100 Women Financial Advisors, 2017, 2018, 2019
- Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020
- Forbes Top 200 Women Advisors, 2017
- NAPA Top Women Advisor List, 2016
- Financial Times Top 401 Retirement Plan Advisors, 2015, 2016, 2017, 2018
- Financial Times Top 400 Financial Advisor, 2012, 2013, 2014
- Top 50 Women Advisors by Registered Rep magazine, 2011, 2012, 2013