Sophie Jacobs
About Sophie Jacobs
Sophie Jacobs is a Wealth Strategy Associate at UBS, where she has worked since 2016 in the Greater New York City Area. She holds a Bachelor of Business Administration in Finance from the University of Miami and has prior experience in various financial roles, including internships at J.P. Morgan and CliftonLarsonAllen.
Work at UBS
Sophie Jacobs has been employed at UBS as a Wealth Strategy Associate since 2016. In this role, she focuses on providing tailored wealth management strategies to clients in the Greater New York City Area. Her responsibilities include analyzing financial data, developing investment strategies, and collaborating with clients to meet their financial goals. Over her eight years at UBS, she has gained extensive experience in wealth management and client relations.
Previous Internships
Prior to her current position, Sophie Jacobs completed several internships that contributed to her expertise in finance. She worked as a Securities Intern at J.P. Morgan in 2015 for two months, where she gained insights into securities trading and market analysis. In 2014, she interned at CliftonLarsonAllen as a Wealth Management Intern for two months, focusing on client financial needs. Additionally, she interned at Fortune International Group for three months in 2016, further broadening her experience in the financial sector.
Education and Expertise
Sophie Jacobs studied at the University of Miami - School of Business, where she earned a Bachelor of Business Administration (BBA) with a focus on Finance from 2012 to 2016. Her education provided a solid foundation in financial principles and practices. She also attended Germantown Academy, which contributed to her early academic development. This educational background supports her current role in wealth strategy at UBS.
Early Career Experience
In addition to her internships, Sophie Jacobs worked as a Resident Representative at Korman Residential Properties in 2013 for two months. This role involved managing resident relations and providing support to tenants, which helped her develop strong communication and interpersonal skills. These experiences laid the groundwork for her career in finance and wealth management.