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14may5:30 pm8:00 pmFeaturedThe Long Game: How Small Choices Define Your CareerINDUSTRY MEET-UP5:30 pm - 8:00 pm New York, NY Event Organized ByForté Events

Event Details

Career success in the finance industry is rarely the result of a single breakthrough moment; it’s the accumulation of small, consistent decisions made over time. This session explores how everyday choices like how you build relationships, when you speak up, and how you invest in your own growth, can shape long-term career trajectories. Panelists will share strategies for how to recognize these pivotal opportunities, and stay adaptable in an ever-evolving finance landscape.

Are you an experienced professional working full-time?
We look forward to seeing you at this FREE event.

UBS Securities is 11 Madison Avenue, New York, NY 10010

AGENDA
5:30 – Registration and Networking
6:00 – Welcome
6:15 – Panel Discussion
7:00 – Networking Reception

Refreshments will be provided.

Hosted by

UBS

Forté Industry Meet-Ups are not intended for full-time students. Want to learn more? Visit Industry Meet-Ups or reach out to us at  pro@fortefoundation.org.

THANK YOU FOR YOUR INTEREST!

Registration for this event is now closed, but we're putting the finishing touches on Industry Meet-Ups.

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Moderator

  • Shelice Stewart

    Shelice Stewart

    Wealth Manager — GTP, UBS

    Shelice Stewart, AAMS® is a Financial Advisor at UBS and a Summa Cum Laude graduate of Howard University. She holds the Accredited Asset Management Specialist® designation and maintains her SIE, Series 7, and Series 66 licenses. At UBS, Shelice supports clients through thoughtful, values‑aligned financial guidance, bringing a disciplined, relationship‑driven approach to wealth management. Her work reflects a deep commitment to helping individuals build long‑term financial confidence and clarity — one intentional decision at a time.

PANELISTS

  • Ellen Correia Golay

    Ellen Correia Golay

    Advisor, U.S. Treasury Markets
    Federal Reserve Bank of New York
    Massachusetts Institute of Technology (Sloan), MBA, 2008

    Ellen Correia Golay is Policy Advisor in the Markets Group at the Federal Reserve Bank of New York. Ellen leads cross-agency work related to U.S. Treasury market resilience and provides thought leadership on Treasury market and policy topics for the New York Fed’s Open Market Trading Desk (the Desk). Additionally, Ellen serves as the New York Fed’s senior liaison to the Treasury Markets Practices Group (TMPG).

    Ellen has spent 20 years in the New York Fed’s Markets Group in a variety of positions, including a role overseeing the 2020 large scale purchases of U.S. Treasuries launched in response to the pandemic. In addition, Ellen guided the Desk’s market monitoring and analysis of Treasury markets for 7 years and led the 2017 run-off of the Federal Reserve’s Treasury portfolio. Prior to her Treasury market work, Ellen spent time on the New York Fed’s mortgage and money markets desks. Ellen began her career at the New York Fed in 2003 as a rotational analyst.

  • Judy Spalthoff

    Judy Spalthoff 

    Managing Director – Head, Family Office Solutions
    UBS Financial Services Inc
    New York University (Stern School of Business), MBA, 2012

    Judy Spalthoff, CAP® is a senior leader at UBS with deep expertise in philanthropy, client engagement, and values‑aligned wealth strategy. With more than two decades of experience in the financial services industry, she brings a distinctive blend of strategic insight and human‑centered guidance to her work with clients and teams. Judy holds the Chartered Advisor in Philanthropy® designation and completed the Education for Philanthropy Professionals program through Stanford PACS. A graduate of NYU’s Stern School of Business, she is known for helping individuals and families clarify their purpose, navigate complex decisions, and build long‑term impact through intentional financial choices.

  • Maki Surles

    Maki Surles

    Senior Digital Product Manager, American Express
    Indiana University – Bloomington (Kelley School of Business), MBA

    Maki Surles is a business transformation leader with over a decade of experience spanning product, finance, and marketing across industries including financial services, consumer goods, technology, media, life sciences, and manufacturing. She specializes in identifying untapped growth opportunities, driving measurable performance improvements, and accelerating customer-centric innovation at scale.

    Known for her strategic mindset and ability to operate across functions, Maki has led complex, transformative initiatives that align business objectives with customer needs and deliver tangible enterprise impact. She brings a disciplined approach to execution, a strong focus on data-driven decision-making, and a passion for building differentiated customer experiences that drive sustained growth.

    Maki received her MBA and Masters in Business Analytics from Kelley School of Business at Indiana University and has previously worked at Lehman Brothers, Barclays Capital, UBS Financial Services and Ernst & Young.

WhAt's In it For you

The choices you make in the day‑to‑day — how you show up, who you invest in, what you say yes (and no) to — quietly shape your long‑term trajectory. This Industry Meet-Up gives you the space to step back from the noise and examine those choices with intention. Whether you’re aiming for your next promotion, expanding your influence, or seeking more purpose in your work, this session will help you see your career through a more strategic, long‑view lens.

You’ll walk away with clarity, confidence, and a renewed sense of agency over the path you’re building — one decision at a time.

Our top three tangible takeaways from this event:

  • 1

    A Framework for Making High-Impact Everyday Decisions

    Learn how small, consistent actions — from how you prepare for meetings to how you nurture relationships — compound into long-term career momentum. You’ll leave with a practical lens for recognizing the moments that matter and choosing intentionally.
  • 2

    Real-World Strategies from Women Who’ve Played the Long Game

    Hear candid insights from finance leaders who’ve built influence, navigated pivots, and stayed adaptable through industry shifts. Their stories will help you spot opportunities earlier, advocate for yourself more effectively, and build a career that grows with you.
  • 3

    Connections That Strengthen Your Professional Ecosystem

    Expand your circle with peers and leaders who value growth, ambition, and purpose. This is a chance to build relationships that support your visibility, open doors, and help you stay accountable to the career you want — not just today, but years from now.

Time

May 14, 2026 5:30 pm - 8:00 pm ET

Location

New York, NY

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