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
Education
– B.A., psychology, Skidmore College
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 chairs their finance committee.
– She is an Activator with SheEO, 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. She teaches classes on financial literacy to underserved youth in Harlem and she is a member of High-Water Women and 100 Women in Finance.
– Jill served for nine years as president of the board at ASAP, an educational arts foundation, leading strategic planning, finance, budgeting and major donor development efforts. She continues to serve as an emeritus board member.
– She loves spending time with her husband, Michael, daughter, Julia, and dogs, Finn and Flossie.
– She is one of seven children and always enjoys her colorful family reunions.
– She enjoys hiking with her friends and their dogs, and open water swimming in Lake Waramaug and Bermuda.
– Jill and her family live in New York City and Washington, CT.
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