Lisanne Glew
York University - Osgoode Hall Law School
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Lisanne Glew is a highly experienced professional with over 35 years of work experience in philanthropy, retirement planning, investment strategies, asset allocation, and risk management. She is currently the Senior Vice President of Wealth Management at UBS in Switzerland, where she leads an executive compensation and financial planning practice. Lisanne's expertise lies in providing wealth management advice and guidance to executives, business owners, board directors, and affluent families with complex financial needs. She also consults on corporate plans, including 401k plans, non-qualified deferred compensation plans, and corporate stock benefit plans. Lisanne's compassionate counsel and compassionate counsel make her a valuable asset to UBS and its clients.
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**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** With over 25 years of international management and advisory experience, I lead an executive compensation and financial planning practice at UBS. Our clients include executives, business owners, board directors and affluent families with complex financial needs. As our clients' primary source of wealth management advice, we provide investment, risk management, estate planning and asset protection services designed to help our clients make informed decisions in today's challenging economic environment. Our team also consults on corporate plans including 401k plans, Non-qualified deferred compensation plans and Corporate Stock Benefit Plans, with a focus on improving employee outcomes and reducing fiduciary risk. As a women-led financial planning practice we also offer practical advice and solutions to high net worth women and we counsel families going through the divorce process and post-divorce. We apply our collective financial expertise and compassionate counsel to enhance our clients' financial well-being. Drawing on the global resources of UBS, we can help you embrace your financial future with confidence. **Registered States**AR,CA,FL,GA,OK,TX,WA /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
...See MoreWork Experience
Senior Vice President - Wealth Management | Accredited Advisor | CDFFA
senior vice president - wealth management ubs financial services
Financial Services
Lisanne Glew's Professional Milestones
- Executive Management (1985-05-01~1997-08-01): Leading strategic initiatives, driving organizational growth, and fostering strategic partnerships to drive business growth.
- senior vice president - wealth management ubs financial services (2002-08-01~): Driving strategic initiatives and achieving operational excellence, advancing financial services for UBS Financial Services.
Education
Law,
Corporate And Securities Law
Skill
Philanthropy
Retirement Planning
Investment Strategies
Asset Allocation
Risk Management
Strategic Financial Planning
Wealth Management
Certification
Colleagues
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Lisanne Glew's latest job experience is senior vice president - wealth management ubs financial services at UBS
Lisanne Glew's latest education in York University - Osgoode Hall Law School