“People hire us for three reasons: they like us, they trust us, and they believe we're really good at what we do."
– William B. Finnerty

As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full time specialists that work with him in these areas to serve their clients with distinction.  

Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.

Education
Will was the top finance graduate at Georgetown University's McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown's McDonough School of Business and remained an Adjunct Professor for 16 years. 

Firm-wide Recognition
Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS's Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.

Licenses and certificates
Will holds Series 7 and 66 securities licenses.

Will holds the following designations:

• Certified Exit Planning Advisor (CEPA)
• Certified Investment Management Analyst^® (CIMA^®)
• CPWA^®

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WV, WY

"Financial planning is a process, not a product” – Financial Planning Association

Carol is the Advanced Planning specialist on the team and works to address complex financial issues using wealth management and risk mitigation strategies. Her mission is to simplify clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. She also works with clients’ executive team members (Attorneys, CPAs, Insurance Agents, etc.) to help ensure that their overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.

Carol has worked on the team since 2006. In 2016, she earned the title of Associate Director from UBS.

Carol graduated Magna Cum Laude from Roanoke College with a B.A. in Business Administration. She later earned the CERTIFIED FINANCIAL PLANNER^TM designation from Georgetown University, a professional designation that requires rigorous education, examination, experience and ethics requirements. She holds the Series 7 and 66 securities licenses.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, WY

"Teamwork: The ability to work together towards a common vision." – Andrew Carnegie

The team’s success is dependent upon the individuals of the team working happily and efficiently together. As Team Administrator, Leighann is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning, and coordinating team meetings and events.

Additionally, having worked with the team since 2006 and at UBS since 2004, Leighann has extensive experience in client operations and is dedicated to providing world-class service to our clients.

In 2016, Leighann earned the title of Associate Director from UBS.

Leighann earned a B.S. in economics with a minor in Spanish from John Carroll University. She holds the Series 7 and 66 securities licenses.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, WY

As a young tax consultant, Foram enjoyed providing exceptional client service, yet realized something was missing—advising on investments. This realization prompted a series of decisions to position herself for a career in financial advisory and investment consulting.

Today, she co-manages the asset management and investment consulting responsibilities of Finnerty Partners at UBS. The team’s prudent approach to portfolio construction focuses on capital growth and preservation as well as risk reduction. The team evaluates each client’s unique circumstances and strives to maximize the probability of realizing their long-term goals.

In this role, Foram combines her years of corporate finance and tax consulting experience to execute trades, develop and dynamically review customized asset allocation strategies and investment solutions, oversee performance reporting and portfolio analysis, and conduct market and manager research. She sees this position as an opportunity to put her finance and investment acumen into practice and couple it with her love for client service.

Experience

• Senior Wealth Strategy Associate, UBS Private Wealth Management, Washington, DC branch office, 2021 – current
• Financial Controller, UBS Group Treasuries Division, Americas region
• Financial Controller, UBS Global Wealth Management, Swiss region
• Deputy Manager, consulting, PwC, India
• Senior Associate, consulting, BMR Advisors, India

Education and Credentials

• M.S., summa cum laude, Finance and Accounting, University of Mumbai, India
• Chartered Accountant (equivalent of CPA), Institute of Chartered Accountants of India
• CFA® charterholder
• Series 7, 63 and 65 securities licenses

Life

• Foram lives in Nashville, TN with her husband. She enjoys cooking, baking, reading and spending time with close friends and family. She also loves to travel

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WV, WY

"Integrity and honesty are at the heart of our business. Integrity - we do what we say we're going to do, full disclosure and no surprises. Honesty means we give it to you straight, even if it means having a difficult conversation." - Finnerty Partners Principle

Meredith is a Client Service Associate, dedicated to Business Development, for Finnerty Partners. In her role, she ensures all internal and external marketing and communications represent the Finnerty Partners' brand, Core Values and Principles. She also oversees the marketing and execution of client events and forums, as well as non-investment related client requests surrounding gifting and concierge services.

Meredith came to UBS with ten years of sales and communications experience across multiple industries. Originally from Manteo, an island off of North Carolina's Outer Banks, Meredith attended the University of North Carolina at Wilmington. She graduated in 2006 with honors from Lambda Pi Eta, the Communications Honors Society, with a B.A. in Communications Studies.

“ I want our clients to know that the financial advisor they have chosen is a knowledgeable, engaged professional, who genuinely values helping them pursue their financial goals. That’s what I strive to bring to my relationships every day.” - Joe McCarthy

Joseph has been in the financial services industry for many years, but his interest in investing began when he was a child who couldn’t wait to spend his birthday money on Series EE savings bonds. Today, as a Client Service Associate for the UBS Private Wealth Management team Finnerty Partners, he focuses on helping entrepreneurs and their families organize, plan and manage all aspects of their wealth. With an eye toward problem-solving combined with impeccable service, Joseph serves as the direct point of contact for clients and his team, working through every issue until it is resolved.

Joseph was born in the DC area and raised in a very large family that is still a big part of his life. Outside of work he loves flying and recently obtained his private pilot’s license, as well as restoring his 1969 Chevrolet Chevelle.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, WY

Hospitality at heart
Having grown up in a Southern setting and worked in the hospitality industry after college, Emily finds hospitality is second nature. Today, as part of Finnerty Partners, she brings her passion for helping others to the team and the clients they collectively serve.

Highly responsive client service
In her role as Executive Team Assistant, Emily assists a team she considers “some of the most intelligent and capable professionals focused on helping entrepreneurs and their families thrive.” She leans in when it comes to project management, scheduling, event management and communications to help them deliver comprehensive financial planning and exceptional service.

Experience

• Executive Team Assistant, UBS Private Wealth Management, March 2022 – present
• Employer Relations Manager. George Washington University School of Business, 2019 –2022
• Sales Manager, Modus Hotels, 2018, 2019
• Business Travel Sales Manager, Greensboro High Point Marriott Airport, 2017, 2018
• Sales Manager, Springhill Suites by Marriott Greensboro, 2016, 2017

Education and credentials

• Master of Tourism with Management Leadership Certificate, George Washington University School of Business
• B.A., University of North Carolina at Greensboro Bryan School of Business
• One-year internship in Taipei, Taiwan
• Past president of Tourism for Tomorrow, a student organization aimed at cultivating future leaders in hospitality and related fields

Life
From spending time with her niece and nephew, to hosting friends and family, to watching her favorite Carolina sports teams compete, Emily loves spending time with others. Some of her hobbies are reading, cooking and exercising, including long walks around Washington, D.C.