Sharon T. Sager, CIMA

Managing Director and Private Wealth Advisor, UBS Private Wealth Management

With a career that spans more than three decades—five bear markets and three recessions—Sharon’s insight and experience are reflected in the holistic solutions and clarity she delivers to her clients’ financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life.

Everyday Sharon is inspired to listen and discover more about her clients’ goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity is her guiding principle in her career and in life, although collaboration and transparency are also top priorities in her practice.

As the chairperson of the ADDF’s Board of Overseers Sharon has been instrumental in our efforts to bring awareness and visibility to Alzheimer’s and the need for a cure. In 2017, Sharon was the recipient of the Charles Evans Award and to helped raise $1.2M for the Fall Luncheon—a record breaker at that time.

Previous experience

  • Kidder, Peabody & Co., which was later acquired by Paine Webber Inc. and UBS.
  • Earlier, a career in fashion and textiles

Accolades, Credentials, Registrations

  • Certified Investment Management Analyst® (CIMA®)
  • UBS Chairman’s Council
  • Forbes America’s Top Women Advisors, 2017 – 2020
  • Forbes Best-In-State Wealth Advisors, 2019
  • Barron‘s “Top 100 Women Financial Advisors,“ 2006 – 2019
  • Barron's Top 50 Teams, 2020
  • Barron's Hall of Fame, 2019, 2020
  • Barron’s feature contributor, “All in the Family,” Best Advice column, 2012
  • Contributor to CNBC‘s “Squawk on the Street,“ “Closing Bell,” and on Barrons.com and WSJ.com
  • Irish America Magazine, “The Wall Street 50,“ 2006 – 2019
  • REP. Magazine and WealthManagement.com‘s “Top 50 Wire house Women,“ 2012 – 2015
  • Financial Times “Top 400 Advisers,“ 2014, 2017

Education

  • B.A., the College of Mount Saint Vincent, Riverdale, NY

Life

  • Sharon is chairman of the board of overseers of the Alzheimer’s Drug Discovery Foundation (ADDF).
  • She is the secretary of the board of directors of the Careers through Culinary Arts Program (C-CAP).
  • She is a member of the Economic Club of New York and in the Chairman’s Council of the James Beard Foundation.
  • She is a Sustaining Angel (SA) of the 100 Women in Finance, a global association of over 13,000 women.
  • She was an original member of the UBS Small Business Advisory Program, a joint venture with the Clinton Global Initiative.
  • She was a former co-chairman and a member of the board of the Women’s Venture Fund.
  • Outside of UBS, Sharon enjoys family, cooking, gardening, golf, fine art, and mentoring and sponsoring young women.
  • She resides in New York City and Remsenburg, Long Island.