Katelyn Solari
About Katelyn Solari
Katelyn Solari is a Senior Wealth Strategy Associate and Planning Specialist at UBS, where she monitors structured investment portfolios. She has a background in finance and marketing, with experience at several notable firms including Vanguard and Marsh & McLennan Companies.
Current Role at UBS
Katelyn Solari serves as a Senior Wealth Strategy Associate and Planning Specialist at UBS. In this capacity, she assists in monitoring structured investment portfolios, contributing to the firm's wealth management services. Her role involves strategic planning and advising clients on investment opportunities, aligning with UBS's commitment to providing tailored financial solutions.
Professional Experience
Katelyn Solari has a diverse professional background in finance and marketing. She began her career as a Marketing Intern at Berkshire Hathaway HomeServices Fox & Roach in 2012. She then held various analyst positions at Vanguard, including roles as an Investment Professional in both High Net Worth and Brokerage divisions from 2016 to 2019. Prior to her current position at UBS, she worked as a Summer Analyst at Marsh & McLennan Companies and USA_Tech.
Education and Expertise
Katelyn Solari graduated Cum Laude from Wake Forest University with a Bachelor's Degree in Business and Enterprise Management, concentrating in Marketing & Sales. She also studied Strategic Management at the International Education of Students in Barcelona. Her educational background equips her with a strong foundation in business strategy and financial management, essential for her role in wealth strategy.
Licenses and Certifications
Katelyn Solari holds Series 7 and 66 licenses, which are critical for her responsibilities in wealth strategy and planning. These licenses authorize her to engage in various investment activities and provide financial advice, ensuring compliance with regulatory standards in the financial services industry.
Personal Interests
In her personal time, Katelyn Solari enjoys staying active, reading, and traveling. Her interests reflect a balanced lifestyle, allowing her to engage in various activities outside of her professional commitments. Residing in Manhattan, New York, she embraces urban living and the opportunities it presents.