$7 trn
UBS Group invested assets
As of 12/31/2025
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 holds her MBA from Union Graduate College, and 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, MetroWest 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.
Education
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 holds her MBA from Union Graduate College, and 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, MetroWest 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.
Education
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
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.
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.
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.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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