Jennifer Povlitz, CFA®

Jennifer is a senior executive for U.S. Global Wealth Management, guiding our highest value clients and their advisor teams to access the right expertise and opportunities. She leads teams and businesses to scale and to realize their potential. Jennifer has a passion for guiding families through values-driven, multi-generational wealth transitions.

Prior to her role as Vice Chair, Jennifer served as Division Director, growing the business to $5 billion in revenues and over $700 billion in client assets. Jennifer provides a senior voice for wealth management, asset management, and banking collaboration, guiding innovative product integration. She teaches leadership development and mentors both within UBS and to MBA candidates.

Professional History

Before joining UBS, Jennifer led the Executive Client Relationship Group at Merrill Lynch and US Trust, providing private wealth management services for ultra-high net worth clients. As co-head of Merrill Lynch’s Private Banking (private wealth) group in New York, she doubled the business by aligning channels to client industries and creating alliances through specialization. Prior to that role, Jennifer led Merrill Lynch’s West Region from San Francisco, overseeing 43 branch offices, 800 advisors and over $150 billion in client assets.

Recognition & Boards

Jennifer is recognized as a leader and influencer in the banking community, as a keynote speaker with accolades from top media outlets such as Barron’s, Crain’s NY, Los Angeles Business Journal, and San Francisco Business Times. Jennifer was recently named a “Fortune Most Powerful Woman”. Jennifer serves on the Board of Directors for Trust & Will, a fintech digital estate planning company. She is a Board Advisor for Graceada Partners, a real estate private equity firm, and sits on the Board of The Navigators, a faith-based global non-profit.

Education

Jennifer earned her MBA with Honors from The Wharton School, University of Pennsylvania, where she received the Distinguished Leadership Award. She holds a Bachelor of Science from the University of Illinois and is a Chartered Financial Analyst (CFA®).

Family & Interests

Jennifer is an active member of Young Presidents Organization (YPO). She is also a member of Wharton C-Circle and CEO Forum, invite-only groups of senior corporate leaders and Board Directors. Jennifer adores her husband and children, prioritizing family, faith, fitness and impact.