Sharon T. Sager is a managing director and private wealth advisor at UBS Private Wealth Management. A CIMA, she began her career in financial services in 1983 with Kidder, Peabody & Co., which was acquired by Paine Webber Inc. and then by UBS. Sharon is only one of sixteen women to be named to Barron’s “Top 100 Women Financial Advisors” each year since the list’s inception in 2006, and was also featured in Barron’s “Best Advice” column. Sharon was also most recently named to the 2014 Financial Times Top 400 Advisors. In June, UBS presented Sharon with the “Aspire” award, a recognition that she serves as a role model for other advisors and as a culture carrier for the firm.
A native New Yorker, Sharon earned a B.A. from the College of Mount Saint Vincent. Her father’s family, the O’Tooles, are from Galway, and her mother’s family, the Carrolls, hail from Cork. She and her husband, Loring Swasey, live in Manhattan and Long Island. She is co-chairman of the board of Overseers for the Alzheimer’s Drug Discovery Foundation, secretary of the board for Careers Through Culinary Arts Programs, a member of the Economic Club of NY and the Financial Women’s Association, and was a mentor with the Clinton Economic Initiative UBS Small Business Advisory Program.