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Ann Bjerke
Professional Background
Ann Bjerke has built a successful and impactful career within the legal and financial sectors, demonstrating a unique blend of expertise in both areas. Currently, she holds the prominent position of Head of Advanced Planning at UBS, where she utilizes her deep understanding of jurisprudence and financial planning to provide unparalleled services to her clients. In this role, Ann leads a dedicated team focused on implementing advanced strategies for wealth accumulation and preservation, often guiding high-net-worth individuals and families through complex financial landscapes.
Prior to her influential role at UBS, Ann honed her legal skills in several esteemed law firms, including serving as an attorney at Levin Schreder & Carey, where she specialized in various aspects of estate planning and tax law. Her extensive experience in law additionally includes her time at Winston & Strawn LLP, where she further developed her understanding of legal intricacies that govern financial transactions and corporate law.
In addition to her practice at law firms, Ann broadened her horizons as the Director of the Office of Gift Planning at the University of Chicago. In this capacity, she amplified her expertise in non-profit financial planning and legal compliance, facilitating substantial gifts that supported the university's mission while ensuring adherence to all necessary legal frameworks. Ann’s unique approach often bridges her strong legal background with her passion for philanthropy, exemplifying her dedication to facilitating meaningful contributions to society.
Education and Achievements
Ann's academic credentials are as impressive as her professional experience. She earned her Bachelor of Arts in History from the University of Michigan, where she developed a rich understanding of historical context and analytical skills. This foundational knowledge later complemented her advanced studies in law at Vanderbilt University Law School, where she earned her Doctor of Jurisprudence. Valued for her ability to analyze complex legal concepts critically, Ann's education laid the groundwork for her successful career in law and financial planning.
With her notable educational pedigree and extensive professional background, Ann has positioned herself as a leader in her field, recognized for her ability to provide sound legal and financial counsel. Her achievements throughout her career reflect her commitment to continual learning and excellence in service.
Achievements
Throughout her career, Ann Bjerke has achieved numerous accolades and accomplishments that set her apart in the realms of legal and financial planning. Her leadership role at UBS is a testament to her expertise and dedication to advancing the field of wealth management. Ann’s vision and strategic thinking have been instrumental in developing innovative advanced planning solutions tailored to meet her clients’ unique needs.
Moreover, Ann has played a pivotal role in enhancing the office of gift planning during her tenure at the University of Chicago, contributing significantly to the institution's fundraising efforts and ensuring compliance with relevant legal obligations. Her work has facilitated numerous multi-million-dollar donations, reflecting her ability to strategically navigate the intersecting worlds of law, finance, and philanthropy.
In every role she has undertaken, Ann has maintained a clear focus on ethical practices and the importance of trust in professional relationships. Her contributions to the legal field, combined with her extensive experience in financial planning, have collectively placed her at the forefront of her profession.
Achievements
With her significant educational background and experience across various sectors, Ann Bjerke holds numerous certifications and has been acknowledged as a thought leader in the fields of law and financial planning. Her continued commitment to learning and professional development reflects her dedication to her clients and her thorough understanding of both legal and financial landscapes.