November 30, 2020

Setting the Tone

Karmen Keup, UBS

‘I am in no way, shape or form a wallflower'

Amy Martinez | 10/28/2020

In June, financial services executive Karmen Keup moved from New York City to Southwest Florida to lead UBS’ offices in Bonita Springs, Fort Myers and Sarasota. Keup, previously an assistant market head in the private wealth management division of UBS, has played a role in the company’s Key Talent Project, an initiative to promote diversity within the organization.

Advantage: “The transfer of wealth in this country is immense. Sadly, our significant others who are men tend to leave this world before we do, and so the transfer of wealth is going to women. Women like to see other women managing their money. It doesn’t mean they only want a female financial adviser. But they’d like a nice diverse team so that they’re able to see themselves in that team. There’s a comfort level when a strong matriarch walks into a room and sees another strong female.”

 

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