Sara Ullman Pfaff ’77

Sara Ullman Pfaff ’77 is senior vice president – wealth management at Pfaff, Bailey, McCannon, & Fuelleman Group in Chicago. The wealth management team’s parent company, UBS AG, is a leading multinational investment bank and financial services company.

Pfaff, Bailey, McCannon, & Fuelleman Group has been recognized as an industry leader, including being named one of Barron’s Top 250 Private Wealth Management Teams in 2025 and Forbes’ Best-in-State Wealth Management Teams in 2023, 2024, 2025, and 2026.

An accomplished private wealth advisor, Pfaff specializes in working with multigenerational families and women in wealth transitions, providing thoughtful advice on family business succession planning, family governance, intergenerational wealth planning, and impactful philanthropy. With a specific focus on helping women confidently gain financial independence, Pfaff is appreciated for her ability to anticipate needs and offer clear communication, individual attention, and fresh ideas.

As a financial advisor, Pfaff concentrates on comprehensive planning, wealth transfer solutions, coordination with other family advisors, and charitable giving strategies. An educator and mentor to a wide array of ultra-high net worth clients, Pfaff’s compassionate guidance has made a real impact on their lives.

Before joining UBS in 2007, Pfaff worked in sales and not-for-profit women’s programming with Fourth Presbyterian Church. She is active on the board of Fourth Presbyterian Church and several other organizations, including the Art Institute of Chicago and Ravinia Festival.

Pfaff earned her bachelor’s degree in communication at Otterbein and her master of business in finance degree at Xavier University.

She and her husband, Chris, have two children and reside in Chicago and Big Sky, MT.