Nicole Sebastian

About Nicole Sebastian

In January 2019, Nicole joined the newly formed Family Office Solutions Group (FOSG) at UBS, representing Family Advisory and Philanthropy Services. Nicole works closely with Financial Advisors in Private Wealth Management, where FOSG delivers dedicated and comprehensive services to ultra-high net worth clients.In this role, Nicole works with families on understanding values and philanthropic intent in the context of family wealth. She provides advice on family wealth education, communication and decision making, multi-generational wealth transitions, and family governance as well as on charitable vehicles and building and enhancing philanthropic legacies. She also helps clients to be strategic and impactful with their philanthropic giving.Nicole joined UBS in 2014 to establish and lead the UBS Optimus Foundation presence in the US; a global network supporting programs focused on the potential to be transformative, scalable and sustainable in the areas of health, education and child protection. Under her leadership, the Foundation platform has become available to all clients and employees of UBS Financial Services, and this offering now serves as a true differentiator and is a core component in delivering the firm. Nicole has over two decades of aggregate experience in the non-profit, philanthropic and corporate sectors, and brings a wealth of knowledge in non-profit leadership, corporate and nonprofit governance, organizational strategy, fundraising, performance assessment, leadership advisory services and policy research.Nicole is fluent in English, Spanish and French, has her Series 7 and 63 licenses and is a Chartered Advisor in Philanthropy (CAP).

Experience

1. Executive Director Family Advisory and Philanthropy Services, Family Office Solutions Group

   瑞银集团

   Jan 2019 — Present · New York, NY, US

Education

• Columbia | SIPA

  MPA, Non-Profit Management

  2001 — 2003

• SUNY Geneseo

  BA, English, French

  1991 — 1995