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Global leader
UBS is a leading and truly global wealth manager
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Gloria Shia is a Senior Vice President – Wealth Management at UBS Financial Services in New York. Prior to joining UBS in July 2022, she was Vice President in Private Wealth Management, Consumer and Wealth Management Division at Goldman Sachs, working as private wealth advisor serving high net worth clients. Gloria joined Goldman Sachs in 2005 in the Controllers department under the Investment Management Division. She spent 9 years in China working as the Head of Controllers and the Chief Operating Officer for Private Wealth Management Division at Goldman Sachs subsidiary in China. Before joining Goldman Sachs, Gloria worked as Assistant Controllers at Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company, and as senior auditor at Deloitte. She was the co-chair of China Women’s Network while she was working at the Goldman Sachs office in China. She currently serves on the board of Chamber Orchestra of New York, a non-for-profit organization. She is also a board member of the Baruch Asian Heritage Alumni Network Steering Committee at Baruch College. Gloria holds an MBA in Accountancy from Zicklin School of Business from Baruch College, City University of New York. Gloria is a Certified Public Accountant (CPA) and a Certified Financial Analyst (CFA) charterholder. She is fluent in English, Mandarin and Cantonese.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Gloria Shia is a Senior Vice President – Wealth Management at UBS Financial Services in New York. Prior to joining UBS in July 2022, she was Vice President in Private Wealth Management, Consumer and Wealth Management Division at Goldman Sachs, working as private wealth advisor serving high net worth clients. Gloria joined Goldman Sachs in 2005 in the Controllers department under the Investment Management Division. She spent 9 years in China working as the Head of Controllers and the Chief Operating Officer for Private Wealth Management Division at Goldman Sachs subsidiary in China. Before joining Goldman Sachs, Gloria worked as Assistant Controllers at Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company, and as senior auditor at Deloitte. She was the co-chair of China Women’s Network while she was working at the Goldman Sachs office in China. She currently serves on the board of Chamber Orchestra of New York, a non-for-profit organization. She is also a board member of the Baruch Asian Heritage Alumni Network Steering Committee at Baruch College. Gloria holds an MBA in Accountancy from Zicklin School of Business from Baruch College, City University of New York. Gloria is a Certified Public Accountant (CPA) and a Certified Financial Analyst (CFA) charterholder. She is fluent in English, Mandarin and Cantonese.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
