Shamya Ullah

About Shamya Ullah

First Vice President, RBC Capital Markets
 

Shamya, a Financial Advisor, began her career in financial services in 1997, as an institutional fixed-income analyst at Goldman Sachs in New York City. After moving to Los Angeles, Shamya moved into Private Wealth Management at UBS in 2007. She subsequently joined Morgan Stanley Smith Barney in 2009, in Beverly Hills. Shamya provides investment services and financial planning for charitable foundations, endowments and high net worth individuals.

 

Her areas of expertise include philanthropic advising, long term financial planning, wealth accumulation, preservation, and transfer strategies. As a financial advisor, her objective is to add value to each client’s situation, with a focus on tax-advantaged investment solutions.

 

Shamya holds joint B.A. and B.S. degrees in economics and engineering from Columbia University. Additionally, she holds Series 7 and 66 licenses, as well as life, health, and long-term care insurance licenses.

 

Born in Manchester, England and raised in Scotland, Saudi Arabia, Singapore, and New York, Shamya is truly a global citizen. In addition to her childhood experiences, Shamya has worked in Japan, Hong Kong, and London.

 

Shamya actively participates in various philanthropic efforts addressing women’s and children’s issues. She also serves on the Special Needs Network. In addition, she is also involved in the Columbia University Southern California Alumni Association and the Ebell Women’s Club.

 

Shamya currently lives in Venice Beach, CA and is the proud mother.

 

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