Let's move forward. Together.

Sheila F. Klehm

Managing Director–Wealth Management

Private Wealth Advisor

Addressing the complex needs of sophisticated families
Sheila has earned a reputation as a philanthropist, dedicated advocate for women’s financial independence and education, and talented Private Wealth Advisor. In her career, she serves prominent individuals, families, family offices, trusts and foundations around the world. Sheila draws on her 30+ years of experience to deliver personalized and creative wealth management solutions tailored to her clients’ needs.

Sheila understands the concerns, dynamics and possibilities that significant wealth presents. Her goal is to help clients solve their most complex issues across investment portfolio construction, wealth transfer planning, and meeting long-term trust, estate and philanthropic goals.

She began her career at JP Morgan, where, over the course of 22 years, she worked with and led teams that advised ultra high net worth clients about their personal and business finances. She worked with Morgan Stanley Private Wealth from 2007 to 2014, and has been with UBS since 2014.

“Private Wealth goes beyond a job for me. I’m passionate about helping families pursue their financial and life goals.”

As a regular speaker on personal finance topics for women’s groups and events, Sheila has presented at Maria Shriver’s Move for Minds—Women’s Health Summit, the Villanova University Women’s Leadership Summit, and as a panelist and presenter for Morph Mom conferences.

In 2012, the Villanova Business School awarded her its highest honor, the Rev. Joseph C. Bartley, OSA Alumni Medallion, for her distinguished career and extraordinary service to her community and the school.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
  • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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


  • Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

Email Me