Emily W. Van Hoorickx, CEP, CFP
Silicon Valley Investment Group - San Jose, CA
Emily W. Van Hoorickx leads the Silicon Valley Investment Group (SVIG) within UBS Wealth Management Americas.
The Silicon Valley Investment Group works with individuals who have obtained most of their personal wealth via corporate equity compensation programs. The team has deep technical expertise in equity awards, asset allocation, and comprehensive financial planning. SVIG team members collaborate to deliver personalized strategies to employees who do not have the time or desire to follow the financial markets and the ever-evolving changes to tax and gifting laws.
Further, Emily and her team maintain close ties within the corporations that are using UBS Equity Plan Advisory Services. Many of these employers have chosen to leverage some of the broader wealth management services of UBS. Within this structure, SVIG is able to offer customized 10b5-1 trading plans, financial planning services, Donor-Advised Funds and other wealth management services to enhance the corporation's financial wellness programs.
Emily has been with UBS for over thirty years. She is a Certified Financial Planner (CFP) and a Certified Equity Professional (CEP). Emily's education includes a degree from the University of California at Berkeley, as well as studies in Turnhout, Belgium and Oxford, England.
Within the industry, she is a founding member of both the National Association of Stock Plan Professionals (NASPP), and The Global Equity Organization (GEO). She is a two-time past-president of the Silicon Valley Chapter of NASPP and has also served as the Chair of Santa Clara University's Certified Equity Professionals Institute (CEPI) twice and has been a board member for over fifteen years.
Emily has been consistently ranked by Barron's since 2009, honored as one of the Top 100 Women Financial Advisors, spots on the Top 1000 and Top 1200 Advisors list, as well as the Top 100 in California. Emily and the SVIG team have also garnered media notice in additional publications, including being named as one of the Top Ten Wealth Managers in Silicon Valley by the Silicon Valley Business Journal.
Emily has been marred for over 30 years and has a college-aged daughter.