By 2030, an estimated two-thirds of US net investable assets will be directed by women. Never have women possessed so much power to influence the shape of the future they want to have, and Jill is truly excited to provide women with the advice and advocacy they critically need. As a leader in the women’s wealth space, she is inspired to help women create more agency with their wealth.
Jill joined UBS in 2021 with 18 years of experience in the financial services industry and a keen focus on helping her clients and their families achieve their financial goals. She is a frequent contributor to media outlets such as Fox Business News, Bloomberg, New York Times and at conferences including the United Nations, Women’s Investment Management Forum, Women’s Private Equity Summit, CT Community Foundation Women and Philanthropy. Prior to joining UBS, she was a Managing Director and Financial Advisor at Evercore Wealth Management, where she advised clients on lifestyle and retirement planning, pre-transaction planning, investments, wealth transfer and philanthropic giving, with a particular emphasis on supporting women investors through the firm’s Wise Women investor program.
Professional experience
– Managing Director, Financial Advisor, Evercore Wealth Management
– Managing Director, Institutional Sales, Bear Stearns & Co.
– Vice President, Institutional Equity Sales, Credit Lyonnais Securities
– Investment Analyst, Iridian Asset Management
– Investment Analyst, Red Coat Capital Management
Life
– Jill’s advocacy for women and their families extends beyond her work. She volunteers her time with IGNITE, a national movement of young women who are ready and eager to become the next generation of political leaders.
– She is an Activator with Coralus, a global community of radically generous women working on the world’s to-do list.
– On a local level, Jill is an advisor on the grant-making committee for the CT Community Foundation’s Women and Girls Fund.
