Hannah
Senior Wealth Strategy Associate at UBS Private Wealth Management
- Role
- Senior Wealth Strategy Associate at UBS
- Location
- Birmingham, MI, US
- LinkedIn followers
- 500 followers
About Hannah
CERTIFIED FINANCIAL PLANNER® (CFP®) and a registered representative with a strong foundation in economics and financial planning, passionate about helping clients achieve long-term financial well-being. Proven track record in retirement product management, institutional wealth strategy, and competitive market analysis at a leading financial institution. Committed to delivering high-impact financial solutions and empowering individuals and communities through strategic planning, education, and pro bono are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Senior Wealth Strategy Associate
May 2025 — Present · Troy, MI, US
Partner with advisors to oversee $1.8B Ultra‑High Net Worth client assets, delivering portfolio construction, asset allocation, and investment strategy support across complex, multi‑asset client portfolios Drive end‑to‑end portfolio management including investment research, manager selection, trading, rebalancing, and ongoing monitoring; proactively identify and remediate risk, performance, and compliance outliers to maintain portfolio integrity Lead Investment Committee operations, organizing recurring meetings, preparing performance analytics and recommendations, and helping set firm‑wide asset allocation targets and investment guidelines Enhance scalability and advisor effectiveness by streamlining investment operations and processes, improving execution efficiency while supporting client conversations, relationship management, and business development initiatives
Education
University of Michigan - Stephen M. Ross School of Business
Business
2019 — 2021
College Year in Athens
Humanities/Humanistic Studies
2019 — 2019
University of Michigan
Bachelor of Arts - BA, Economics
2017 — 2021
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