Priscilla Osei Bonsu, J.D., Ll.M, Cfp®
About Priscilla Osei Bonsu, J.D., Ll.M, Cfp®
Priscilla Osei Bonsu, J.D., Ll.M, CFP®, is a Director and Associate Wealth Strategist at UBS, with a diverse background in law and finance. She has held various positions in legal and financial institutions, including roles at Ballard Spahr LLP and PNC, and has an extensive educational background in economics, law, and language studies.
Current Role at UBS
Priscilla Osei Bonsu serves as a Director and Associate Wealth Strategist at UBS, a position she has held since 2021. In this role, she focuses on providing strategic wealth management solutions to clients in the Dallas-Fort Worth Metroplex. Her expertise in financial planning and legal matters enhances the services offered to clients, ensuring comprehensive wealth strategies that align with their goals.
Previous Experience in Wealth Management
Prior to her current role at UBS, Priscilla Osei Bonsu worked at PNC in various capacities. She participated in the PNC Asset Management Training Program from 2016 to 2018 in the Greater Pittsburgh Area and continued her career at PNC until 2019 in the Greater Philadelphia Area. Her experience at PNC equipped her with valuable insights into asset management and client services.
Legal Background and Expertise
Priscilla Osei Bonsu has a strong legal background, having worked as an Associate Attorney in Private Client Services at Ballard Spahr LLP from 2019 to 2021 in the Greater Philadelphia Area. She also gained experience as a J.D. Affiliate at the Center for Constitutional Democracy from 2013 to 2015. Her legal training includes a Juris Doctor from Indiana University Maurer School of Law and a Master of Laws (LL.M) in Tax Law from Temple University.
Educational Qualifications
Priscilla Osei Bonsu holds a Bachelor of Arts degree in Economics, International Studies, and French from Luther College, which she completed from 2007 to 2011. She furthered her education by obtaining a Juris Doctor from Indiana University Maurer School of Law from 2012 to 2015 and a Master of Laws (LL.M) with an Estate Planning Certificate from Temple University from 2019 to 2020. Additionally, she completed a Certificate Program for Intensive Language Studies in French at L’Institut Catholique du Paris in 2011.
Internship and Early Career Experience
In her early career, Priscilla Osei Bonsu gained practical experience as a Legal Intern at Indiana University Bloomington's Office of General Counsel in 2015. She also worked as a Summer Associate at Wyatt, Tarrant & Combs, LLP in 2014. These roles provided her with foundational skills in legal research and client interaction, contributing to her professional development in the legal field.