UBS Wealth Management - Add Relationship - LittleSis

Relationships Interlocks Giving Data

Leadership & Staff

Francis A McGrail Managing Director, UBS Wealth Management

• Managing Director

Annie Shafran Klomhaus Former New Knowledge Employee

• Position

Zach Graumann Yang 2020 campaign manager

• Director, Head of Client Philanthropy Solutions ('14→'18) [+2]

• Associate Director, Strategic Analyst, Wealth Management Transformation ('12→'14)

• Graduate Training Program Analyst ('10→'12)

Scott Miller Biden-appointed Ambassador to Liechtenstein

• Position (past)

Clifford Roberti

• financial advisor & corporate stock benefit consultant (May '02→Oct '05)

Marten Hoekstra Former UBS Wealth Management Americas chief executive

• CEO, Americas (?→'08)

Mary C Farrell Financial Services Consultant

• Managing Director, Chief Investment Strategist (?→'05)

Board Members

Douglas Woodham

• Managing Director

Parents

UBS AG Swiss financial services company

• Parent Org