Carly Sharon
About Carly Sharon
Carly Sharon serves as the Head of UHNW Portfolio Advisory & Business Development at UBS, where she leads a team that offers research-driven investment strategies to a diverse clientele. With a background in Art History from The George Washington University, she has been with UBS since 2010 and previously interned at the National Gallery of Art.
Work at UBS
Carly Sharon has served as the Head of UHNW Portfolio Advisory & Business Development at UBS since 2010. In this role, she leads a team that delivers research-driven asset allocation and investment strategy advice to a varied client base, which includes ultra-high-net-worth (UHNW) individuals, institutions, endowments, foundations, and large family offices. Her responsibilities encompass the development of both quantitative and qualitative analyses tailored to meet the specific goals and objectives of clients. Additionally, she drives the production of strategic projects and key content to support the business development efforts of her group.
Education and Expertise
Carly Sharon studied at The George Washington University, where she focused on Art History and graduated Magna Cum Laude. Her academic background provides her with a unique perspective in her current role, allowing her to integrate diverse analytical approaches into her investment strategies. This educational foundation supports her expertise in developing customized analyses that align with client objectives.
Background
Prior to her tenure at UBS, Carly Sharon interned at the National Gallery of Art from 2007 to 2008 for a duration of five months. This experience contributed to her understanding of the art world, which may influence her approach to asset allocation and investment strategies, particularly for clients with interests in art and cultural investments.
Achievements
In her role at UBS, Carly Sharon has been instrumental in leading a team that provides tailored investment advice to a diverse clientele. Her focus on research-driven strategies and customized analyses has positioned her as a key figure in the UHNW advisory space. Over her 14 years at UBS, she has contributed to the development of strategic projects that enhance the business development efforts of her group.