Louise Gunderson is a Managing Director and Financial Advisor at UBS Private Wealth Management. She provides advice and solutions beyond investing to address all areas of her clients' lives—from investment management and asset allocation, to longevity and multigenerational estate planning, as well as banking and real estate financing. Gunderson is a nationally recognized industry leader with more than 40 years of experience helping sophisticated clients meet their most meaningful and personal wealth goals. She is a Senior Mentor for the UBS women’s network, one of the firm’s most successful financial advisors and is the top female at the firm. Prior to joining UBS, she spent 6 years with Merrill Lynch Global Wealth Management as a Managing Director of Investments.
Louise Gunderson Professional Experience / Academic History
Professional Experience
Academic History
EARLY CAREER
Gunderson has more than 40 years of experience helping sophisticated clients meet their most meaningful and personal wealth goals.
Prior to joining UBS, Louise spent 6 years with Merrill Lynch Global Wealth Management as a Managing Director of Investments.
She was a Senior Financial Advisor and Principal at Bernstein Investment Research and Management where she managed over $1 billion of client assets.
She previously spent 18 years at Chemical Bank in its credit, private banking and retail divisions, as well as 5 years as head of private banking at Republic National Bank and Banca della Svizzera Italiana (BSI).
RECOGNITIONS
2014-2025 Barron's Top 1200 Financial Advisors
2012-2024 Top 100 Women Financial Advisors
2019 Barron's Hall of Fame
2017-2025 Forbes America's Top Women Wealth Advisors
2016-2025 Forbes America's Top Wealth Advisors
2018-2025 Forbes Best-in-State Wealth Advisors
2022-2025 Forbes Top Women Advisors Best-in-State
2024 UBS Wealth Management Pinnacle Council
2017 REP Magazine's Top 50 Wirehouse Women
2016 UBS Pinnacle Club's Aspire Award
COMMUNITY INVOLVEMENT
Member, C200
Board Member, Wake Forest Parents Council
Board Member, Duke University’s Cancer Center
Board Member, Northwell Health Auxiliary for Lenox Hill Hospital
MEDIA & PUBLICATIONS
Gunderson has been featured in The Wall Street Journal, The New York Times, Bloomberg, Forbes, Barron's, and Financial Times.
She has also been a guest speaker on Fox Business and CNBC.