Sophia Bicks
About Sophia Bicks
Sophia Bicks is a Senior Wealth Strategy Associate at UBS, where she has worked since 2023. She previously held positions at J.P. Morgan and has a degree in Economics from Boston College.
Work at UBS
Sophia Bicks has been employed at UBS since 2023, serving as a Senior Wealth Strategy Associate. In this role, she focuses on developing and implementing wealth management strategies for clients in the New York City Metropolitan Area. Prior to this position, she gained experience as a Private Wealth Management Intern at UBS in 2018, where she contributed to various projects for a duration of two months.
Experience at J.P. Morgan
Before joining UBS, Sophia Bicks worked at J.P. Morgan for three years, from 2020 to 2023. She held the position of Private Banking Analyst, where she provided analytical support and assisted in managing client portfolios. Additionally, she completed a Wealth Management Summer Analyst role at J.P. Morgan in 2019, which lasted three months and allowed her to gain further insights into wealth management practices.
Education and Expertise
Sophia Bicks studied at Boston College, where she earned a degree in Economics from 2016 to 2020. This educational background has equipped her with a strong foundation in economic principles and financial analysis, which she applies in her current role in wealth strategy.
Early Career Experience
Sophia Bicks began her professional career as a Sales Associate at In The Pink Stores, Inc. in 2017, where she worked for two months in Nantucket, MA. This early experience in retail provided her with customer service skills that have been beneficial in her subsequent roles in finance.
Internship Experience
In addition to her roles at J.P. Morgan and UBS, Sophia Bicks completed an internship as a Private Wealth Management Intern at UBS in 2018. This two-month internship allowed her to gain practical experience in wealth management, contributing to her career development in the finance sector.