Team and Board of Directors

Cathe brings over 28 years of legal expertise and a deep commitment to helping communities build financial legacies. As a member of the Illinois Bar and the General Bar of the United States District Court for the Northern District of Illinois, she has cultivated a practice that spans estate planning, …

Yvette-Michelle Wynn is a Business Development Manager for Morgan Stanley’s Private Bank N.A., serving Morgan Stanley’s Wealth Management offices in the Northeast Region. Ms. Wynn joined Morgan Stanley in 2010 as a Private Banker and was then promoted to Senior Private Banker. Within the firm, Yvette serves as the Co-Chief …

Charles Buck has been President and CEO of UCF since March 2019. He is an ordained minister of the United Church of Christ, having served as pastor in Northern California and Hawai`i, as well as conference minister in Hawai`i and New Hampshire. Prior to joining UCF, Charles was a member …

Matt joined UCF in February 2013 as the Investor Development Associate, and currently serves as the Vice President, Institutional Relationships. His role within UCF has expanded to include providing executive leadership to Institutional Relationship and Client Service efforts, while developing and executing strategic initiatives to help grow and manage the …

Noah joined UCF in July 2024 as the organization’s first General Counsel. In this role, he provides guidance on legal, regulatory and compliance issues, supports UCF’s external initiatives, and serves as a strategic advisor. Born and raised on a Century Farm in Iowa, Noah brings a relentless work ethic to …

DeAnna Cook joined UCF in 2025 as the first Director of Client Services. She comes to UCF with a background in financial services operations and most recently served as Senior Relationship Manager for SS&C Technologies. DeAnna also spent six years as Board Member for Next Generation Trust Company, working alongside …

Matthew joined UCF in 2020 as the Director of Responsible Investing. He has extensive experience working with philanthropic organizations and other values-based investors in designing investment strategies that achieve both financial and mission-aligned impact. Matthew is a CFP® professional. He did his undergraduate work at the University of Virginia, where he …

Karen joined UCF in December 2011 as Controller, and currently serves as Vice President, Finance & Administration. She is responsible for all the company’s financial functions, including accounting, audit, treasury, corporate finance and institutional investor relations. Her career spans more than 20 years of varied experience in Credit Default Swaps …

Melissa Chan joined UCF as Client Service Associate in July 2025, bringing over 10 years of experience as a client service associate, working closely with high-net-worth clients in the wealth management industry. Melissa has a strong background in account administration, operational efficiency and client relationship management. She earned her certification …

Deborah Cho joined UCF in September 2020 as a Senior Accountant bringing with her 2 decades of experience within corporate accounting. Born and bred in the Boston area, Deborah earned her undergraduate degree at the University of Massachusetts, Amherst (BA Anthropology) and graduate degree at Boston University (MSAS Financial Economics) …