Shannon Mc Allister
About Shannon Mc Allister
Shannon McAllister serves as the Senior Vice President of Wealth Management at UBS in Boston, Massachusetts, a position she has held since 2023. With a strong background in finance, she previously worked at J.P. Morgan for 12 years and is actively involved in various community organizations.
Work at UBS
Shannon Mc Allister has been serving as Senior Vice President in Wealth Management at UBS since 2023. Based in Boston, Massachusetts, she has been involved in various aspects of wealth management, leveraging her extensive experience in the financial services industry. Her role at UBS marks a significant step in her career, following a long tenure at J.P. Morgan.
Previous Experience at J.P. Morgan
Prior to joining UBS, Shannon Mc Allister worked at J.P. Morgan as Executive Director from 2011 to 2023. During her 12 years in the Greater Boston Area, she developed a strong foundation in financial advisory services, contributing to the firm's reputation in wealth management. Her experience at J.P. Morgan equipped her with the skills necessary for her current role.
Education and Expertise
Shannon Mc Allister graduated magna cum laude from Union College, where she earned a double major in Mathematics and Managerial Economics. She studied at Union College from 2000 to 2004 and later achieved an M.B.A. in Finance and Financial Management Services in 2005. Her academic background supports her expertise in financial analysis and wealth management.
Professional Affiliations and Community Involvement
Shannon Mc Allister is actively involved with several professional organizations, including the Boston Estate Planning Council, CREW, NAIOP, and REFA. She also participates in fundraising efforts for various organizations such as the Brookline Community Foundation PAC, the Ireland Funds, the Esplanade Association, Girls on the Run, and the American Cancer Society. Her community involvement reflects her commitment to social responsibility.
Licenses and Early Career
Shannon Mc Allister holds the NASD Series 7 and 63 licenses, which are essential for her role in wealth management. She began her career as a Financial Advisor with Ayco / Goldman Sachs in New York, where she gained foundational experience in financial services. This early career experience laid the groundwork for her subsequent roles in the industry.