Member Details

Judy Spalthoff

 


Career Profile
Judy joined UBS in 2008 as Business Development Officer for Private Wealth Management (PWM); in 2013, she became the Head of Client Development. In this role, Judy oversees the PWM Accreditation Program, Private Briefings, client event attendee management, and marketing. In addition, Judy curates two annual client events, the UBS Women's Symposium and the UBS Young Successors Program. She also works with PWM Management to coordinate and host the annual PWM Conference.

Judy joined UBS from the Citi Family Office in July 2008. At Citi, Judy was the International Services Manager where she was tasked with creating and maintaining relationships with Citi's worldwide partners to provide Citi Family Office clients with a resource network for international products and services. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-funds venture capital firm in Washington, DC.

In addition, Judy serves on the Board of Advocates for Citizen Schools New York (CSNY). CSNY partners with middle schools to expand the learning day for children in low-income communities. CSNY promotes student achievement, transforming schools, and re-imagining education in New York.

Education
Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A in finance and marketing from New York University. Judy is Series 7, 63 and 65 licensed.
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