A plan for today, tomorrow and generations to come

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Jacqueline Kehoe is Executive Director, Silicon Valley Market Director, for UBS Silicon Valley Private Wealth and Wealth Management. Jacqueline brings over 20 years of experience in financial services.  Prior to joining UBS, Jacqueline was the Associate Market Manager at Morgan Stanley for the South Bay Market. Prior to that, she spent 16 years at Merrill Lynch, where she was Director, Senior Market Supervision Manager for the Silicon Valley Market, overseeing risk and business initiatives across three Bay Area markets, and Private Wealth Supervision Manager for San Francisco Private Wealth.

Jacqueline began her career in mortgage underwriting and rose to senior management, leading teams in Private Label Securities and later became Senior Operations Consultant for Global Technology and Operations.

Jacqueline holds FINRA Series 7, 66, 9, 10, and 3 licenses. She earned her Bachelor's degree from UCLA, graduating with cum laude honors, and holds an MBA degree from San Jose State University.

A Bay Area native, Jacqueline and her husband enjoy spending time outdoors with their mini Australian Shepherd, and cheering on the San Francisco 49ers

• CA
• OH

Carrie Scaletta, an Administrative Officer at UBS Financial Services, where I provide administrative support and manage a team of support staff. I see my role not just as a leader, but as a coach and partner—someone who encourages collaboration, boosts productivity, and helps foster a sense of pride in the workplace. I’m responsible for educating team members on administrative policies and procedures, ensuring that everyone is aligned and empowered to do their best work. I bring a positive attitude and tireless energy to everything I do, and I strive to motivate those around me to work hard and succeed. With over 20 years of experience in the financial services industry, I’ve developed a deep understanding of what it takes to keep operations running smoothly and teams working effectively. Outside of work, I enjoy spending time with my husband, Anthony, and our dog, Copper. We love visiting Disney and taking walks together—it’s how I recharge and stay inspired.

• CA

Barbara serves as the Market Supervisory Officer for the San Francisco Market. She has been with UBS since 2004 and has over 16 years of management experience in the financial industry.

Throughout her financial career she has held various roles including Operations Manager, Administrative Manager, Associate Market Executive and Client Experience Director.  In her current role as Market Supervisory Officer, Barbara is responsible for managing compliance and business risk, as well as implementation and education of firm policies and procedures across the Market. 

Barbara enjoys spending time with her family, dabbling in DIY projects and gardening. She is a graduate of Sierra College with a degree in Business Administration and General Science. She holds her Series 3, 7, 66, 9 and 10 securities licenses and is Insurance licensed.

CA Insurance License # 0M28906