Kaitlyn joined UBS Wealth Management in 2014 as an analyst in the graduate talent programme. Since then, Kaitlyn has served as business strategist to the chief administrative officer within the wealth management US client advisory group. In her most recent role, Kaitlyn served as an advisory investment specialist within the chief investment office, supporting financial advisors and their ultra-high-net-worth clients in the US Northeast and Southeast divisions. In this role, Kaitlyn provided personalised investment advice, while leveraging research and portfolio management capabilities across all available resources at UBS. Taking into account individual preferences and risk profiles, Kaitlyn helped UBS advisors construct, implement and monitor advice-based investment solutions within the context of an overall wealth management process.
Kaitlyn received a Bachelor of Science in Business Administration from Bucknell University and holds her Series 7 and 66 securities licenses with FINRA.