WIN x UBS Private Wealth for Women

Please join us for an evening dedicated to managing your personal finances.

As women on Wall Street we often find that we are too busy focused on our clients portfolios that our own portfolios are lacking the attention they deserve. UBS will host PE WIN for a fireside chat around how we as female investors can take a more active stance in our financial lives. We will hear from top thought leaders on the state of public and private markets and how to tailor your investment portfolio to weather both and achieve your financial goals. Whether you are dealing with overconcentration or thinking about preparing for life after work our partners at UBS will guide us in the right direction.

You will leave feeling like managing your finances is not as burdensome as you may think. Yes it can seem like a mountain between taxes, portfolio construction, risk management etc but relying on the professionals to guide your decisions and be an educational resource will allow you to set yourself up on a path to success.

Statistic:

You are not alone, research shows that majority of women are still not taking an active role in their finances and this includes female breadwinners. Despite there being more female breadwinners than ever before 41% of them are still differing major financial decisions to their partner or family member.

Goal for the evening:

We want everyone who joined tonight to leave feeling like managing their finances is not as burdensome as you may think. Yes it can seem like a mountain between taxes, portfolio construction, risk management etc but relying on the professionals to guide your decisions and be an educational resource will allow you to set yourself up on a path to success.

Speakers:

Jordan Ricciardi, CFP ® CIMA ®

Jordan oversees the KWM women’s wealth segment and focuses on the financial needs of women assisting with education, financial planning, investment analysis, and tailoring portfolios to align with their objectives. Jordan also cultivates and hosts client events with top industry thought leaders focused on empowering female investors. She is a Certified Financial Planner CFP ® and a Certified Investment Manager Analyst CIMA®. Jordan has been in various media outlets representing UBS including ABC, the Floor of the NYSE and Forbes. Outside of the team Jordan is on the communication committee for Allbarnone the firm-wide network for women and the board of the Pink Agenda – junior board of the Breast Cancer Research Foundation.

Solita Marcelli

Solita Marcelli is Chief Investment Officer Americas for UBS Global Wealth Management. Solita is responsible for bringing together market and investment insights to optimize impact for UBS Americas clients, with over USD 1.8 trillion in total invested assets. She is a member of the global CIO and WM USA management committees, and serves on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management Investment House View. Solita’s team provides tailored advice to 6,000+ UBS Advisors, on topics including asset allocation, equity and fixed income strategy, sustainable and thematic investments, single security analysis and more. Solita is widely recognized as a thought leader in the industry, and is featured frequently in the financial media, including CNBC, Bloomberg and the Wall Street Journal. Solita has been named one of the most powerful women in finance by American Banker and Barrons.

Lynette Jefferson

Lynette provides strategic oversight in delivering the Sustainable & Inclusive Investing product shelf and tactical investment implementation solutions within the ESG space. Her team also focuses on expanding the number of diverse investment managers and investment strategies on the UBS platforms to drive inclusivity and equality in investing. In addition to her professional accomplishments, Lynette continues to be quite active in several leadership programs, initiatives, employee networks, stage/panel speaking engagements, and those related to DE&. Lynette’s career at UBS has gained her recognition in Barrons for her outstanding leadership and inclusive work.

This event is open to individuals from all backgrounds.

Event Venue & Nearby Stays

1285 Ave of the Americas 15th floor, 1285 Avenue of the Americas, New York, United States

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