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Wait! A Note on Registration:
We’ve launched Cvent—our new events platform!
Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
I don’t have a CFA Institute account
- No problem! You’ll have the chance to create one prior to registration.
I already have a CFA Institute account
- Great! Be sure to use your existing credentials at registration.
Emma Glessner is currently an advisory investment specialist at UBS. In this role, Emma provides personalized investment and portfolio construction advice while leveraging resources from the UBS Chief Investment Office. She joined UBS and began her wealth management career in 2020 after graduating Summa Cum Laude with a Bachelor of Arts in Economics from Bucknell University. During her first two years at UBS, Emma rotated through the Graduate Talent Program, ultimately placing out on her current team. Emma holds her Series 7 and 66 securities licenses and is a CFA Level II candidate.
