Shannon McAllister is a Senior Vice President at UBS Private Wealth Management where she employs 20+ years of banking and wealth planning experience to provide financial advice to individuals and business leaders. She is responsible for developing and overseeing every detail of successful client relationships and offers highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet. Prior to joining the Private Wealth division of UBS/Boston, Shannon served as a Managing Director at First Republic, Private Banker and team lead at JPMorgan, and as a Wealth Advisor at Athena Capital LLC and The RINET Company, both independent multi-family offices, and began her career as a Financial Advisor with Ayco / Goldman Sachs in New York.
Shannon was Vice Chair of the USGA US Open 2022. She is an active fundraiser for several organizations including the Ireland Funds, the Esplanade Association, Girls on the Run, American Cancer Society, and is involved with the Boston Estate Planning Council, CREW, NAIOP, and REFA among other professional associations. Shannon graduated magna cum laude from Union College with a double major in Mathematics and Managerial Economics, and was elected to Omicron Delta Epsilon, International Honors Society in Economics. She went on to receive her M.B.A. at Union Graduate College. Shannon holds current NASD Series 7 and 63 licenses.
Shannon is an avid golfer and pickle player, and enjoys running, yoga and time with family.