Jolyne Caruso Fitz Gerald
About Jolyne Caruso Fitz Gerald
Jolyne Caruso Fitz Gerald serves as the Divisional Vice Chairman of Global Wealth Management at UBS, focusing on ultra-high-net-worth clients. She has extensive experience in private market investments and has held leadership positions at various financial institutions, including The Alberleen Group and JP Morgan Securities.
Current Role at UBS
Jolyne Caruso Fitz Gerald serves as the Divisional Vice Chairman of Global Wealth Management, UHNW at UBS. In this role, she oversees Family Office Consultants within the firm's Private Wealth Management division. Her focus is on serving UBS's largest and most complex clients, ensuring that their unique financial needs are met with tailored solutions. She has held this position since 2019.
Previous Experience at The Alberleen Group
Before joining UBS, Jolyne Caruso Fitz Gerald was the Founder and CEO of The Alberleen Group from 2010 to 2019. Based in New York City, she led the firm in providing specialized financial services. Her leadership contributed to the firm's reputation in the industry during her nine-year tenure.
Career Background in Financial Services
Jolyne Caruso Fitz Gerald has extensive experience in the financial services sector. She worked at JP Morgan Securities as Managing Director and Head of Equities Americas from 1992 to 2001. Subsequently, she served as Managing Director in the Investment Management Division at Lehman Brothers for one year in 2005. Additionally, she co-founded Andor Capital Management, where she held the position of President from 2001 to 2004.
Education and Expertise
Jolyne Caruso Fitz Gerald graduated with a Bachelor of Arts with Honors from Barnard College-Columbia University. She possesses deep expertise in private market direct investments and impact investing. Her academic background and professional experience equip her with the knowledge to advise clients effectively, particularly in the areas of family business ownership and social impact.
Involvement in Education and Mentorship
Jolyne Caruso Fitz Gerald actively contributes to education and mentorship initiatives. She acts as an advisor to Columbia University’s Entrepreneurship program and has served as a trustee and Chair Emerita of Barnard College’s Board of Trustees. She is passionate about supporting the next generation of female founders and enjoys mentoring early-stage companies.