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Ms. Qazi joined UBS in 2006, specializing in concentrated wealth diversification strategies for executives. Sara offers experience in both public and private transactions, managing the complexities of a liquidity event with particular regard to estate planning. Risk mitigation and capital preservation rank as the strongest tenets of her practice, and she collaborates closely with her clients and their advisors to implement the appropriate strategies.
Prior to UBS, Sara spent from 1999-2004 with Donaldson, Lufkin & Jenrette, which was acquired by Credit Suisse First Boston. At CSFB, Sara was a member of a corporate executive service/middle-market institutional team with a strong emphasis on concentrated wealth diversification. From 2004-2006, Sara worked as a consultant to high-tech and digital media firm on corporate finance matters. She graduated from Loyola Marymount University in International Business and French language.
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