• Speaker Spotlight - Sheila Klehm

    Speaker Spotlight - Sheila Klehm

    What's Next?.... 

    the non-conference conference.... 



    How do I financially prepare for the future?...


    How do I financially prepare for a tragedy?...


    How do I get begin to get everything in order?

    Just ask ...Sheila Klehm...Managing Director- 
    UBS Private Weath Management...

    A day of panels- questions and real answers!...

     Click link to register for the event to get this and many more answers!...



    Sheila Klehm is a Managing Director in the Private Wealth Management Division of UBS, where she provides comprehensive wealth management solutions to ultra-high net worth individuals, family offices, trusts, foundations, and endowments. 


     Prior to joining UBS, Klehm spent seven years in the Private Wealth Management Division of Morgan Stanley and 22 years with the JP Morgan Private Bank. During her 30 year tenure in the Private Wealth Management field, Klehm has served in both management and client facing positions, advising some of the most prominent U.S., European, and South American families in the world. Klehm has been named to Barron's List of Top 100 Women Financial Advisors and was named one of the "Best 50 Women in Business" by NJBIZ.  


     Klehm earned a Bachelor of Science in Business Administration from Villanova University where she is a member of the Board of Trustees. She also served on the Dean's Advisory Council of the Villanova School of Business. In 2012, Klehm was the recipient of the Rev. Joseph C. Bartley, OSA Alumni Medallion. Sheila is also a member of the Board of Friends of University of Pennsylvania Rowing.


    Klehm has a passion for advancing female entrepreneurs, women in the work place, promoting financial education for all women.


    Klehm is a member of the Harvard University Women's Leadership Board, working to advance women globally through leadership, advocacy, and dialogue on public policy.  Klehm, a member of Plum Alley, works to increase the amount of capital going to female entrepreneurs and gender balanced teams.  


    She served as President of the Women's Association of the New Jersey Performing Arts Center, as ex-officio member of the Board of Trustees as well and the Executive Committee and a member of the Nominating and Governance Committee. She has also served on the Board of Trustees of the Morristown Beard School, as an Endowment Committee member at The Peck School and co-founded the Student Partner Alliance, where she is a Director Emeritus. She has conducted extensive fundraising for the Christopher Reeve Paralysis Foundation, where she chaired numerous events. 


    Klehm and her husband, Henry Klehm III, reside in New Jersey and have two sons and three Labradoodles.  She enjoys cross country skiing and tennis.


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