Carey Shuffman

Director Head, Women’s Strategic Client Segment Client Strategy Office (CSO) UBS

Carey Shuffman is the Head of the Women’s Strategic Client Segment, a role she’s held for three years. She is responsible for the development and implementation of UBS’s strategy to address the unique financial needs of women, with a focus on financial education and research, client engagement and creative content. Carey also works closely with Field Leadership and Financial Advisors across the country to promote these efforts and support Advisors in working with female clients and prospective clients. As a subject matter expert on the topic of women and wealth, Carey travels the country speaking at seminars and events and also conducts virtual engagements. She has been a regular contributor to print and television media, including Barron’s, Yahoo Finance, BOLD TV, the Chicago Tribune, Kiplinger and more. She also speaks at large-scale conferences and corporate organizations on women’s financial empowerment and financial well-being, and has spoken to audiences at Google, the National Football League (NFL), The Female Quotient and more.

Carey has been with UBS for 9 years and previously held a number of strategic roles across the firm, including the Sales Strategy Team and Wealth Management Transformation, where she focused on building out the firm’s holistic wealth management and financial planning services. Carey first joined UBS as an analyst in the Graduate Talent Program (GTP), and she is also a past recipient of the UBS Global Employee Volunteer Award for her work in the local community.

Carey received her BA in Economics from the University of Pennsylvania and holds her Series 7 and 66 licenses. She currently resides in New York City.