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With a law degree from Pace University, and many years of experience working for financial institutions, Ursula's experience varies from the traditional financial advisor. Prior to becoming an advisor in 2003, Ursula worked as an. Joining the industry after earning a double major in Business and Anthropology/Sociology in 2014 from Kalamazoo College

Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Like many financial advisors, we have considerable financial planning and investment strategy experience to apply to a broad range of financial issues. However, unlike many advisors, our work does not stop there. Your financial decisions