Professional Bio
Michaela graduated from Susquehanna University in 2020 with a Bachelor of Science in Marketing. She began her career in the finance industry by working with trusts and estates at Vanguard. Michaela then moved on to work in Private Wealth Management at Alliance Bernstein and is currently a Senior Wealth Strategy Associate at UBS. She is actively pursuing an MBA at Drexel University, with an expected graduation date of June 2025. Notably, Michaela has also passed the SIE, Series 7, Series 63, and Series 66 exams. Outside of work, Michaela enjoys reading, golfing, traveling, and running along Schuylkill River in Philadelphia.
