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Sarah J. Salomon, CAP®
Managing Director Head, Family Advisory and Philanthropy Services Americas, UBS
Sarah leads a team of Senior Strategists who work with families to build enduring legacies and enhance philanthropic impact locally, nationally, and globally. Family Advisory and Philanthropy Services is a thought partner to advisors and their exceptional client families on wealth transitions, family governance, and philanthropy. The team is part of the UBS Social Impact & Philanthropy group and provides holistic advice, insight experiences and execution services, to help clients maximize their impact. A veteran of UBS Financial Services for over twenty years, Sarah has served in a range of capacities including assistant market head for Private Wealth Management in the Midwest, where she was responsible for understanding the needs and identifying solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Prior to that, she served as regional sales manager in the Midwest; branch sales manager in Chicago and New York City; interim manager of employee communications in Hong Kong; team member in the UBS acquisition and integration of Piper Jaffray; municipal bond portfolio specialist; and strategic analyst. Sarah earned the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising as well as the Chartered Advisor in Philanthropy® from the American College of Financial Services. She is a member of the Purposeful Planning Institute and completed the Education for Philanthropy Professionals course from the Stanford Center on Philanthropy and Civil Society. She serves as a board member of CFES Brilliant Pathways. Sarah is a graduate of Bucknell University and lives in Glencoe, Illinois with her husband, two daughters, and goldendoodle. Sarah is also Series 7, 9, 10, 63 and 65 licensed.
Elizabeth Sheehan, CFP®, CEPA® , ChFC® CLU®
Senior Vice President - Wealth Management, UBS
Elizabeth Sheehan is a Financial Advisor at UBS where she is dedicated to providing her clients with a holistic wealth management process inclusive of comprehensive financial planning and investment management. With over 17 years of experience at UBS, Elizabeth is able to deliver the best of the firm's resources to best serve her clients. Prior to becoming a financial advisor, Elizabeth served as the Regional Wealth Management Consultant for UBS' Midwest region. In this role, Elizabeth partnered with the region's top financial advisors to provide comprehensive financial planning to clients. Previous roles at UBS include working on the Wealth Planning Sales team, as well as being a strategic analyst for the CEO of Wealth Management Americas. Elizabeth joined UBS in 2005 as a member of the Graduate Training Program, a two year program designed to give graduates exposure to several areas of UBS Wealth Management. Elizabeth Sheehan's financial planning experience has led to her being featured regularly on Good Day Chicago, WBBM Noon Business Hour, WCIU and in the Chicago Tribune and Fox Business News. Elizabeth is a Certified Financial Planner™ (CFP®), Certified Exit Planning Advisor (CEPA®), Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®). She holds a Series 7, Series 66, as well as Health and Life Insurance licenses. Elizabeth graduated cum laude from Bucknell University with a degree in business management and a minor in Spanish.
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