Jenna Hokanson is the Head of UBS Financial Wellness for UBS's Workplace Wealth Solutions business, which also includes equity plans, retirement and institutional consulting. In her role, Jenna is responsible for developing, coordinating, and managing the overall financial wellness experience that UBS delivers to corporate clients as well as their employees.
Jenna joined UBS in 2014 as a Graduate Talent Program rotational analyst. She spent two years rotating around seven different areas of the wealth management business. Most notably, she had the opportunity to work with the President and CEO of UBS Americas for four months. During her time with the CEO, she got to participate in multiple executive committee meetings and learned firsthand what it takes to run a multifaceted business. Upon completion of the rotational program, Jenna joined a UBS Private Wealth Management team as a Senior Wealth Strategy Associate. She functioned as the team's financial analyst, developing and managing a pro forma income statement as well as developing, proposing and implementing ultra-high net worth client asset allocations that aligned with client goals.
Jenna graduated summa cum laude from Marist College in Poughkeepsie, NY with degrees in Finance and Economics and a minor in Mathematics. She is a CERTIFIED FINANCIAL PLANNER™ and currently holds her FINRA Series 7, 9, and 66 licenses. Jenna is a proud military spouse and resides in Nashville, TN with her husband, Daniel, and daughter, Myra.