Yoli Finley is a Senior Director at Greenwich Associates, where she builds and executes performance improvement programs on behalf of financial services clients globally in the Client Experience Group. She helps clients improve sales, service, employee engagement, and share price by developing, integrating, and managing the appropriate metrics to drive business performance. Before joining Greenwich Associates in 2007, she was Assistant Vice President at UBS Wealth Management, where she managed bond and equity portfolios for high-net-worth individuals and corporations, including asset allocation strategies. Leadership accomplishments at UBS include serving as a member of All Bar None (UBS Women’s Network), Working Parents Group, and Cultural Awareness Network (Diversity) Steering Committees. Her career on Wall Street began in 1992 at a boutique investment firm where she acquired professional licenses Series 7, 63, and 65.
Yoli, a native New Yorker, holds a bachelor of arts degree in economics from Fordham University and is fluent in Spanish.
She lives in North Stamford with her husband, Glenn, and two daughters, Gabriella ’17 and Juliette ’19. Yoli is an ardent foodie, yogi, and knitter. She also likes to spend as much time as possible on Martha’s Vineyard.