Spilove will be a senior institutional consultant with the UBS Institutional Consulting Group and report to John E. Geoghan, complex director. Spilove previously worked with Graystone Consulting, a business of Morgan Stanley, where she oversaw $2.5 billion in client assets and had production of $1.2 million.
Spilove is a 30-year veteran of the financial services industry and services institutional clients, which include public funds, endowments, foundations, various trade associations, pensions, profit-sharing plans, and private clients.
Spilove holds the designation of Certified Investment Management Analyst (CIMA) from the Investment Management Consultants Association (IMCA). She is also a member of the International Foundation of Employee Benefits Plans (IFEBP), as well as the Council on Foundations and Partnership for Philanthropic Planning. She has completed the Accredited Investment Fiduciary (AIF) certification at the Center for Fiduciary Studies.
« SURVEY SAYS: Which high school clique did you belong to?