Class Year: 2020
Title: Wealth Strategy Associate
Organization Name: UBS Private Wealth Management
1. In one sentence, what does your job entail?
I work on a team that serves Ultra High Net Worth Clients by managing their investments and providing them with holistic wealth management advice and services.
2. What planned and unplanned events connected you to your industry and your first employer after Holy Cross? How did you learn/decide it was a good fit for you?
I participated in the Global Wealth Management Internship at UBS the summer before my senior year. This program was great for getting my foot in the door and leveraging the Holy Cross network at the firm, which ultimately led for me to receive a full time offer at the bank. Over the course of the summer I was able to learn more about Wealth Management and realized it was the perfect fit for me. This industry specifically requires a unique skillset that is a cross between technical/analytical skills and social/people skills. I loved how these two skillsets could be blended into a job that felt right for me.
3. What were you involved in when you were on campus?
On campus I was involved in: Finance Club, SPUD, Eucharistic Ministry, and Club Tennis.
4. What was your major and how did it affect your career decisions?
I was an Economics Major and Art History Minor. My economics major largely affected my career decision as I was interested in the broader macro environment and how it affected financial markets. I was further interested in how this affected someone’s personal financial investments and what types of investments do well in different macro situations. Overall, I found the interconnectedness of the markets & the economy to be fascinating.
5. What are one or two skills that you developed at Holy Cross that you use in your work?
One of the most important things I learned at Holy Cross was how to write. I learned this mainly through my history classes, and is truly an invaluable skill that differentiates me from my colleagues.
6. What advice do you have for students on campus today?
- First, I would say to cherish your time on the Hill – it goes by faster than you think!
- Second, I would say to keep an open mind when exploring your career options – it is always better to cast a wide net and be open to many different opportunities than to focus on one particular thing. If anything, I’ve learned that your interests and strengths change as you develop and grow, so remaining open and malleable to this change is so important.