Bea M. Herz-Stalder

Bea M. Herz-Stalder is a seasoned professional in the financial services sector with a focus on sustainable investing. Currently serving as Director of Global Investment Management, Mandate Communications at UBS since March 2011, Bea specializes in investment product communication for discretionary and advisory mandates, emphasizing sales, post-sales, and regulatory aspects. Prior roles at UBS include Associate Director of Product Specialist/Product Communication and Client Advisor. Previous experience includes positions at Bank Sal. Oppenheim jr. & Cie. and IBM Schweiz AG, as well as early training at UBS. Bea holds a Master of Arts in Economics from the University of Zurich and furthered education with a program at Yale School of Management. Academic foundations were established with a Bachelor of Arts in Economics from the University of Zurich and Matura from Kantonsschule Romanshorn.