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Isabella Santosusso

UBS

 

Member profile details

First name
Isabella
Last name
Santosusso
Organization
UBS
Title
Associate Private Wealth Management
 

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Banking/Trust Administration
Professional Bio
I was introduced to estate planning during a economics research fellowship at Drexel University in collaboration with the Institute of Mediterranean Studies in Crete, Greece while studying the Onassis family wealth and foundation. In 2020, I began working as a Wealth Management Professional at the Goldman Sachs Trust Company of Delaware and in 2022 became an Assistant Trust Officer. In 2023, I began as an Associate at the Greenly Group with UBS Private Wealth Management focusing primarily on family office services and planning. I am registered with the SIE, Series 7 and Series 66 license (CRD# 7247999).

Please see https://www.linkedin.com/in/isabellasantosusso for more detail.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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