Senior Program OfficerPacific Foundation Services
Executive Director
Senior Strategist, West Division
Family Advisory and Philanthropy Services Americas
Professional History
As a UBS Senior Strategist, Shawna co-leads Family Advisory and Philanthropy Services for the West Division. Shawna works closely with advisors to support families on achieving their goals in optimizing money, centering values, and living their philanthropic intent. The Family Advisory and Philanthropy Services team serves as a thought partner to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy.
Shawna joined UBS in 2021 from Pacific Foundation Services where she was a Senior Program Officer and Philanthropy Advisor. Before that, Shawna had two roles within Silicon Valley Community Foundation. The first was in fundraising, the second was guiding a global Habitat for Humanity grant program and providing advisory support to Cisco Systems' employees worldwide. Prior to her service in philanthropy, Shawna lived in New York, spending time at a hedge fund and co-launching an Ethiopia-based education nonprofit.
As a native of Santa Barbara, California, Shawna’s family spans across the West. She is an active volunteer to several community organizations and lives in San Francisco.
Education
Shawna received a Master of Science in Nonprofit Management from The New School, and a Bachelor of Science in International Business from California State University Northridge.