Lynette currently Heads the UBS Sustainable Investing & Inclusive Investing Solutions Platform within WM Americas.
In this capacity, Lynette provides strategic oversight in delivering the Sustainable Investing (SI) product shelf and tactical investment implementation solutions. Her team also focuses on expanding the number of diverse investment managers and related investment strategies that address diversity/equality/inclusion on our product platforms. In each area, she is responsible for driving Advisor and client awareness/education; global collaboration; development and execution of marketing strategy; supporting product distribution and deployment of tools, high impact resources and the firm’s best thinking to Advisors and clients.
Lynette also has strong expertise in the Advisory space having built UBS Wealth Management’s premier Ultra High Net Worth Advisory platform - the UBS Consolidated Advisory Program ("CAP"). CAP is a bespoke advisory solution designed for the UHNW investor, enabling Advisors to deliver customized, holistic, portfolio-level advice under a single agreement. Lynette is also the primary design architect, advisory co-founder of CAP and continues to advise on program enhancements and strategic build-out.
Prior to her roles within Advisory and Planning Products, Lynette led the product management team of WMA's Institutional Corporate Cash Management ("CCM") business within UBS WM Capital Markets. CCM is a $25 billion+ platform led by advisor experts who specialize in delivering customized, separately managed short-term fixed income portfolio solutions to corporate clients and family offices.
Lynette joined UBS in 2006, and in addition to her professional accomplishments, continues to be quite active in several UBS leadership programs, initiatives, employee networks, stage/panel speaking engagements, and volunteer endeavors, particularly those related to DE&I. Among these have been her role as an initial UBS Culture Carrier for Aspire; key-talent program participant, Advanced Leadership Program; MMI Leadership Program, GTP senior program advisor, Diversity Program mentor, “Leading the Future” facilitator; Veteran's Network, and MOSAIC member, ACP Veteran mentor; she was the 2020 recipient of the WMA Home Office Leadership award for outstanding volunteer efforts, and was selected to be an inaugural member of the newly formed UBS Americas DE&I Council. She also represents UBS as a member of the Banking Policy Institute Economic Development/ D&I Working Group. In 2021, Lynette was recognized as a 2021
[email protected] awardee on behalf of UBS. [email protected] is a partnership program that disrupts how companies traditionally think about women and leadership.
Lynette spent the vast majority of her career prior to UBS as a Credit Research Analyst having held positions with firms such as Prudential Capital Management, JP Morgan Chase, and HVB Group. She also served as an adjunct professor at the Kings College in NY.
Lynette earned an MBA in Finance from New York University (NYU) Stern School of Business and a BS in Applied Mathematics and Statistics from the State University of NY at Stony Brook. She is Series 7 and 66 licensed and has passed Level I and II of the CFA exams. She is a native New Yorker, currently residing in Jersey City, New Jersey.