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

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

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.

Train crossing a bridge at sunset

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

Fausto

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

Oculus

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