Michele McCallion has joined the Americas private wealth management team of UBS in New York City, as a financial adviser and senior portfolio manager.
Previously, she worked at Merrill Lynch’s Private Wealth Management unit for 20 years. Her expertise includes investment research, portfolio modeling, retirement planning, and estate and legacy planning strategies. As the steward of her clients’ wealth, McCallion brings a deep personal commitment to each client relationship, and she currently manages $391 million in assets.
A graduate of Boston College, McCallion received her bachelor of science with honors in finance and marketing, and her master of business administration from the Kellogg School of Management at Northwestern University.