Judy leads a team of professionals who partner with financial advisors and their exceptional client families on wealth transitions, family governance, and philanthropy. She has additional responsibility of representing WM USA UHNW within the Client Strategy Office.
Judy joined UBS in 2008 from Citi Family Office and prior to Citi, she was an analyst for Accolade Partners LP, a fund-to-funds venture capital firm in Washington, DC.
She graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. Judy also received her M.B.A. from New York University.
Judy completed the Generational Wealth Transfer workshop given by the Institute for Preparing Heirs, the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising, and earned the Chartered Advisor in Philanthropy® designation. She is also Series 7, 63 and 65 licensed.