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 in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transitions, family governance, 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. In that role, she was tasked with creating and maintaining relationships with Citi's worldwide partners to provide Citi Family Office clients with a resource network for international products and services. 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 21/64's levels 101 and 201 next generation training, the Carnegie Mellon Leadership and Negotiation Academy for Women, the Generational Wealth Transfer workshop given by the Institute for Preparing Heirs, received 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.