Spilove joins the UBS Institutional Consulting Group and reports to John E. Geoghan, director of the Red Bank Complex. 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 services public funds, endowments, foundations, various trade associations, pensions, profit-sharing plans and private clients. She brings 30 years experience in financial services to UBS.
Spilove is a Certified Investment Management Analyst (CIMA). 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.