Judy is a Managing Director with the Private Wealth Management Group of UBS. Judy and her team provide comprehensive, consultative, investment planning and wealth management services to affluent families and institutions. Judy assists private business owners with in-depth pre-transaction planning and key decisions regarding multi-generational wealth and takes an active role in facilitating family meetings and discussions around family governance and the education and preparation of the next generation as future stewards of the family's wealth.
Prior to joining UBS Private Wealth Management in 2012, Judy was a Principal and charter Member of the Senior Investment Advisory Group of Alliance Bernstein where she served her clients since 2002. Before that, Judy was an executive with Imation Corporation responsible for building an international services business across U.S. and Europe and spent nearly two decades in various leadership roles within Eastman Kodak Company.
Judy attended the University of Oregon where she earned a Bachelor of Science Degree from the Charles H. Lundquist College of Business. Judy is active in the Twin City community and has served in several board capacities in the Minneapolis community including the YWCA of Minneapolis.
Judy and her husband Dave have 2 daughters and live in Excelsior, MN. Judy has been recognized as one of the "Top 100 Women Financial Advisors" in the U.S. in 2016 and 2017 by Barron's. In 2018 Judy was recognized by Forbes Magazine "Best in State Wealth Advisors and in 2017 by Forbes Magazine "Top 200 Women Advisors".
Registered States:
AL, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TX, UT, VA, VT, WA, WI