Global insight. Opportunities worldwide.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

James Shea, CFP®

Managing Director–Wealth Management

International Private Wealth Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • PR
  • SC
  • SD
  • TX
  • VA
  • WA

Education

  • B.A. Finance and Accounting, University of St. Thomas - St. Paul, Minnesota

Credentials

  • International Private Wealth Advisor
  • Senior Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER®
305 Lytton Ave
Palo Alto, CA 94301

Email Me

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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Approach your financial future with confidence

Father and daughter hiking in fields

Navigating opportunities across your enterprise

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Comprehensive planning for significant wealth

Insights

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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