Sarah Ponczek, Cfp®, Cima®
About Sarah Ponczek, Cfp®, Cima®
Sarah Ponczek is a First Vice President in Private Wealth Management at UBS, with a background in financial advising and media. She has contributed to discussions on capital markets as a guest on major financial networks and has been recognized for her insights in Barron's.
Current Role at UBS
Sarah Ponczek currently serves as the First Vice President in Private Wealth Management at UBS. She has held this position since 2024, following her previous roles within the company. Her responsibilities include managing client relationships and providing investment strategies tailored to high-net-worth individuals. This role builds on her extensive experience in wealth management and financial advising.
Previous Experience at UBS
Prior to her current role, Sarah Ponczek worked at UBS in various capacities. She served as Vice President of Private Wealth Management from 2023 to 2024 and as a Financial Advisor in the same division from 2022 to 2023. Additionally, she was a Senior Wealth Strategy Associate from 2021 to 2022. Her tenure at UBS has contributed to her expertise in wealth management and client advisory services.
Education and Credentials
Sarah Ponczek graduated with high distinction from the University of Michigan, where she earned a Bachelor of Arts degree in Communication and Media Studies, Political Science, and Dance. She furthered her education at The Wharton School, completing the Certified Investment Management Analyst Program in 2021. These academic achievements have equipped her with a strong foundation in finance and investment analysis.
Media Contributions and Insights
Sarah Ponczek is recognized for her insights on capital markets and investing. She has appeared as a guest on prominent financial networks, including Fox Business, Bloomberg, and CNBC. Her expertise has also been featured in Barron's, highlighting her contributions to discussions on financial markets. Additionally, she co-hosted a weekly podcast called 'What Goes Up' during her time at Bloomberg.
Early Career in Media
Before transitioning to finance, Sarah Ponczek gained experience in the media industry. She worked as a News Director, Producer, and Anchor at WOLV-TV from 2013 to 2016. She also completed internships at WDIV and WPLG, where she developed her skills in news production and reporting. This background in media has contributed to her communication skills in her current financial roles.