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
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TX
  • 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™
775 Page Mill Road
Palo Alto, CA 94304
  • (619) 557-2425

Email Me

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

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.

Investment management

Investment management

Family offices

Family offices

Global art initiative

Global art initiative

Insights

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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