YNS Live with NFL Thread Carey Shuffman

Your Next Stop with Juliet Hahn

Listen to a new episode of YNS Live with NFL Thread recorded live on Fireside with hosts Juliet Hahn and Cynthia Zordich, featuring Special Guest 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 wellbeing, Carey travels the country speaking at seminars and events. 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. 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, and in 2023, she was recognized on the Crain’s New York Business Women of Influence: Rising Stars list. 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. © UBS 2023. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

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You can find Carey on LinkedIn and check out the UBS Website.

Remarkable Quotes

“I think working in the wealth management industry is such a people business. We get to actually help people plan for their futures and achieve their goals.”

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