Sara Mc Cue, Cfa
About Sara Mc Cue, Cfa
Sara Mc Cue, CFA, serves as the Senior Vice President of Wealth Management and Portfolio Manager at UBS in Las Vegas. With extensive experience in managing high net-worth clients and a strong educational background, she focuses on philanthropic initiatives within her financial strategies.
Work at UBS
Sara Mc Cue currently serves as Senior Vice President Wealth Management and Portfolio Manager at UBS in Las Vegas, Nevada. She joined UBS in November 2002 and has held her current position since 2022. In her role, she manages portfolios for high net-worth clients, focusing on tailored financial strategies that align with their specific needs. Her extensive experience in wealth management allows her to provide comprehensive banking and lending strategies through Bank of America, N.A., as well as trust and estate services through Bank of America Private Bank.
Education and Expertise
Sara Mc Cue graduated magna cum laude with a degree in Finance from Boston University's School of Management. She studied at Boston University from 1998 to 2001, where she developed a strong foundation in financial principles. Sara dedicated years to passing all three levels of the CFA® exams, which further solidified her expertise in investment management and financial analysis. Her educational background and professional certifications contribute to her effectiveness in managing wealth for her clients.
Background
Before her current role at UBS, Sara Mc Cue worked at Merrill Lynch Wealth Management as a Wealth Management Advisor and Vice President from 2009 to 2022. In this capacity, she led portfolio management for a high net-worth physician-based clientele in Beverly Hills. Prior to Merrill Lynch, she worked with a private equity team at State Street Bank, servicing limited partners. Additionally, she managed funds for institutional and ultra high net worth clientele as a bond analyst at Babson Capital.
Philanthropic Focus
Sara Mc Cue emphasizes philanthropic initiatives as part of her financial recommendations. She integrates charitable giving strategies into her wealth management services, ensuring that her clients can align their financial goals with their values. This focus on philanthropy reflects her commitment to not only managing wealth but also enhancing the social impact of her clients' financial decisions.