Carey Shuffman

Carey Shuffman is the Head of the Women's Segment, a role she's held since 2017. She is responsible for the development and implementation of UBS's strategy to address the unique financial needs of women. In this role, Carey and her team are focused on financial education and research, engagement and creative resources, with the goal of helping women navigate their financial lives. As a subject matter expert on the topic of women and financial well-being, Carey travels the country speaking at seminars and events and also frequently conducts virtual engagements. She has been a regular contributor to print and television media, including Barron’s, CNBC, Parents Magazine, Marie Claire and more. She also speaks at large-scale conferences and corporate organizations on the topic of women's financial empowerment, and has spoken to audiences at Google, the National Football League (NFL), The Female Quotient and others. Carey also works closely with Managers and Financial Advisors across the US to support and promote the Women’s Segment efforts. Carey has been with UBS for over a decade and previously held a number of strategic roles across the firm, including Sales Strategy 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. In 2022, Carey was selected to be a member of the UBS Americas Diversity, Equity & Inclusion Council. Carey received her BA in Economics from the University of Pennsylvania and holds her FINRA Series 7 and 66 licenses. She currently resides in New York City with her husband.