Knowledge, experience, leadership And the confidence to pursue your goals
Chris is a Senior Vice President with over 30 years of experience as a Financial Advisor spanning positions at Paine Webber Jackson & Curtis and Kidder Peabody & Co. until the combined firms were acquired in 2000 by UBS. He began his career marketing equity research and fixed income to middle-market institutional relationships, developing a broad understanding of fundamental investment analysis. For the last ten years he has utilized his three decades of experience to provide tailored wealth management and investment solutions for his clients. Chris has distinguished himself among his peers by earning UBS's Wealth Advisor Designation and he is also certified as a Senior Portfolio Manager as part of the firm's PMP Portfolio Management Program. He is a 1982 graduate of Babson College with focus on Finance, Economics and Marketing.
Chris and his wife Mary Alisa reside in Duxbury, MA and they have three grown children and two grandchildren. He serves in the local community as a Member of the Board of Directors at HomeStart, Inc., a charity that seeks an end to homelessness in Greater Boston and as Trustee of the Duxbury Rural & Historical Society. He is also a Co-Chairperson and volunteer on the South Shore of Boston for the Fresh Air Fund of NY as well as a Lector at Holy Family Parish in Duxbury.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President |
Boston, MA |
June 2003 - Present |
UBS PaineWebber |
Senior Vice President |
Boston, MA |
October 2001 - June 2003 |
PaineWebber Inc. |
First Vice President |
Boston, MA |
January 1995 - October 2001 |
Kidder Peabody & Co. Inc. |
Vice President |
Boston, MA |
December 1986 - January 1995 |
Paine Webber Jackson & Curtis |
Investment Executive |
Boston, MA |
March 1983 - December 1986 |
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA