Katrina Hernandez Wright
About Katrina Hernandez Wright
Katrina Hernandez Wright is a Wealth Strategy Associate at UBS, where she has worked since 2013. She has previous experience in various financial roles, including positions at Citadel Investment Group and Credit Suisse Securities.
Work at UBS
Katrina Hernandez Wright has been employed at UBS since 2013, serving as a Wealth Strategy Associate in the Private Wealth Management division. Over her tenure of 11 years in this role, she has contributed to the development and implementation of wealth management strategies for high-net-worth clients. Her responsibilities include analyzing client portfolios, providing insights on investment opportunities, and collaborating with financial advisors to enhance client service.
Previous Experience in Wealth Management
Before joining UBS, Katrina worked at Credit Suisse Securities, LLC as a Wealth Planning Group Associate from 2012 to 2013. In this role, she supported wealth planning initiatives and assisted in developing tailored financial strategies for clients. Prior to that, she was an Equities Research Assistant on the Technology Team at Citadel Investment Group from 2011 to 2012, where she focused on equity research and analysis.
Early Career Background
Katrina began her career at Bank of America, where she worked as a Sales Service Specialist from 2006 to 2009. This role involved providing customer service and support in banking operations. She later transitioned to Systems & Space, Inc. as a Project Assistant / Executive Administrative from 2010 to 2011, where she assisted in project management and administrative tasks.
Education and Expertise
Katrina holds a Bachelor of Arts degree in Psychology from San Jose State University. Her educational background provides her with a unique perspective on client interactions and behavioral finance, which is beneficial in her role in wealth management. This foundation supports her understanding of client needs and enhances her ability to develop effective wealth strategies.