Rebecca is a Senior Vice President at UBS. She joined the firm in 2017 from the J.P. Morgan Private Bank where she was an Advisor and also worked in the Corporate Responsibility Group at J.P. Morgan Chase for two years prior. Rebecca began her career in finance in investment banking at GE Capital working in the Leverage Finance group and at Wells Fargo in the Corporate Banking Group. Her experience in asset management and investment banking provide her with the skills to take a holistic approach to wealth planning. Rebecca received an M.B.A. from Rice University, a BSM from Tulane University and earned the Chartered Financial Analyst designation. When not working, Rebecca spends her time with her two boys and volunteers with the Fairfield County Community Foundation.