Your enduring legacy

Private Wealth Management

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Shannon McAllister

Senior Vice President–Wealth Management

Financial Advisor

Shannon employs 20+ years of banking and wealth planning experience to provide financial advice to individuals and business leaders. She is responsible for developing and overseeing every detail of successful client relationships and offers highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.

Shannon graduated magna cum laude from Union College with a double major in Mathematics and Managerial Economics, and was elected into Omicron Delta Epsilon, International Honors Society in Economics. Prior to joining the Private Wealth division of UBS/Boston, Shannon served as a Managing Director at First Republic, Private Banker and team lead at JPMorgan, and as a Wealth Advisor at Athena Capital LLC and The RINET Company, both independent multi-family offices, and began her career as a Financial Advisor with Ayco / Goldman Sachs in New York.

Shannon was Vice Chair of the USGA US Open 2022. She is an active fundraiser and advocate for the Brookline Community Foundation PAC, the Ireland Funds, the Esplanade Association, Girls on the Run, American Cancer Society, Newton Girls Soccer, and is involved with the Boston Estate Planning Council, CREW, NAIOP, and REFA among other professional associations.

Shannon holds current NASD Series 7 and 63 licenses.

Shannon is an avid golfer and pickle player, and enjoys running, yoga and time with family.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
One Post Office Sq.
35th Floor
Boston, MA 02109
  • (617) 247-6352

Email Me

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    Joseph McKeever

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VI
    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        One Post Office Sq.
        35th Floor
        Boston, MA 02109
        joseph.mckeever@ubs.com
        Joseph McKeever
        One Post Office Sq.,Boston,MA,02109
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        Hana Ferrari

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • College of the Holy Cross
            One Post Office Sq.
            35th Floor
            Boston, MA 02109
            hana.ferrari@ubs.com
            Hana Ferrari
            One Post Office Sq.,Boston,MA,02109
          • Julie Binder Photo

            Julie Binder

            Executive Director

            Senior Strategist - Family Advisory and Philanthropy Services

            Professional history
            As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

            Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

            Education
            Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
          • Todd D. Mayo

            Executive Director

            Senior Wealth Strategist

            Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals.  He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects.  In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives. 

            Professional History

            Before joining UBS, Todd was general counsel of Perspecta Trust.  He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company.  Before that, he practiced trust and tax law with Cleveland, Waters and Bass. 

            Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020).  He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US). 

            Affiliations

            Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee. 

            Education

            Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.

          • Leora Zach

            Leora Zach

            Executive Director

            Client Solutions Specialist, Family Office Solutions

            Professional History
            Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

            Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

            Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

            Education
            Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

            Leora is married, with four sons, and resides in Holmdel, New Jersey.
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            Stacey Strauss

            Executive Director

            Global Family Office Relationship Manager

          • Lingpeng Xiao

            Lingpeng Xiao, CFA

            Wealth Planning Associate

            In the role as a Wealth Planning Associate, Lingpeng works closely with the Financial Advisors in the various UBS offices located in Greater Boston Private Wealth Management Market as they help clients pursue their goals through comprehensive planning. Lingpeng has in-depth knowledge of the many financial planning solutions that can be tailored to address your individual priorities. Through collaboration with your Advisor, Lingpeng helps you to imagine how the power of investing can help you pursue your financial goals.

            As a Wealth Planning Associate, Lingpeng provides guidance in the following areas:

            – Financial planning solutions based on client’s needs and goals

            – Retirement savings and income planning

            – Risk management and insurance needs analysis

            – Foundational estate planning strategies

            – Liability management

            – Education funding needs and strategies

            – Charitable planning

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            Mark Tepsich

            Executive Director

            Family Office Design & Governance Strategist

          Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

          Private Wealth Management is a division within UBS Financial Services Inc.

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          You. Connected.

          There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

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          They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

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          As of 06/30/2024

          51 countries

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