Time to do great things

Current role and areas of expertise

Sheree joined UBS Bank USA in 2016, and she is currently a Senior Wealth Management Banker covering the Atlanta PWM, Charlotte PWM, Philadelphia PWM, Southern Virginia, Georgia and the Carolinas offices.

Leveraging her extensive background in relationship banking, Sheree is focused on providing Financial Advisors and their clients with a variety of banking and lending options, where suitable, to complement their overall wealth management objectives. By presenting both asset and liability management strategies, Sheree is able to highlight all that UBS Bank USA has to offer to help ensure awareness of opportunities on both sides of the balance sheet.

Professional history

Sheree began her career in financial services in 1994. Prior to joining UBS, Sheree spent five years as a Private Banker at Morgan Stanley. Sheree has held positions as a Commercial Lender for BB&T and Wachovia. She also served as a Market Executive for Coastal Banking Company.

Education and personal information

In Sheree’s role as a Senior Wealth Management Banker, her NMLS # is 797777. She holds permissive Series 7 and Series 66 securities licenses, and CFP®. Sheree also holds a BBA in Finance from Georgia Southern University.

Outside the office, Sheree stays active through gardening, tennis and boating. She also enjoys cooking, entertaining and gathering with friends and spending time with her two adult stepsons, Levi and Addison and daughters-in-law, Laura and Kylie. Sheree is an avid tennis player.

Sheree resides in Sandy Springs, Georgia with her husband Kendall, a 2x IRONMAN and 12x 70.3 IRONMAN, and has fun crewing for his IRONMAN events. Sheree and Kendall also volunteer with the Kyle Pease Foundation.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Judy is a Managing Director and Head of Family Office Solutions within Private Wealth Management. The Family Office Solutions (FOS) team was established to holistically serve $100mm+ clients and family offices in partnership with Private Wealth Advisors. Prior to FOS, Judy led the Family Advisory and Philanthropy Services (FAPS) team. The FAPS team serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy. Judy joined UBS in 2008 from Citi Family Office where she was the International Services Manager. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-fund venture capital firm in Washington, DC.

Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A. in finance and marketing from New York University. In addition, Judy has completed the Carnegie Mellon Leadership and Negotiation Academy for Women, the Generational Wealth Transfer workshop given by the Institute for Preparing Heirs, the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising, and earned the Chartered Advisor in Philanthropy® designation. Judy is also Series 7, 63 and 65 licensed.

James is the Head of both the Business Owners and Multigenerational Wealth Client Segments within the Strategic Client Segments team.

James took on the Business Owners Client Segment upon its creation in 2018 to build an organization that supports business owners and the Financial Advisors that advise them. He has worked with clients on pre-business sale exit planning, such as succession planning, M&A transaction planning, Employee Stock Ownership Plans (ESOPs), and the emotional and self-identity ramifications of exiting a business. During the COVID-19 pandemic, James and his team supported business owners in navigating pandemic programs like the Paycheck Protection Program. In 2023, James’s remit expanded to include the Multigenerational Wealth Client Segment, which includes UBS’s support of wealth transfer and transition strategies between generations and the Rising Gen. James and his team work to bring the best of UBS’s resources to these important client segments.

James has been with UBS since 2006, previously working in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS's unique client base and helped to manage UBS’s deposit program, including pricing, sales, and product development programs.

James holds a BS in Finance and Economics from New York University’s Stern School of Business.

Outside of UBS, James is a member of the board of directors and co-treasurer for the Bronx Academy of Letters Foundation, supporting a public middle and high school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.