As Head of the Family and Philanthropy Advisory team, Judy leads the team of senior strategists who work with families on understanding money, values and philanthropic intent. The Family Advisory and Philanthropy Services team serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
Judy joined UBS in 2008 from Citi Family Office where she was the International Services Manager. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-funds venture capital firm in Washington, DC.
Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A. in finance and marketing from New York University.
In addition, Judy has completed the Carnegie Mellon Leadership and Negotiation Academy for Women, 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. Judy is also Series 7, 63 and 65 licensed.