Andrea enjoys taking the time to understand a family's wealth management needs and goals so that they can together develop a customized financial plan. Her goal is to be her client's primary source for investment and planning advice. Over the past 13 years, she has successfully helped clients preserve and grow their wealth throughout ever-changing market conditions. Andrea joined UBS in 2015 after 5 years with Credit Suisse Private Bank. Prior to Credit Suisse, she was a founding member of RCL Advisors, a multi-family office in New York City.

At UBS Andrea is responsible for providing tailored advice, strategies, and investment services based upon client-specific financial goals. Her areas of focus include portfolio construction and management, manager selection, structured solutions, alternative investments, and lending. She also helps clients with structures for charitable giving and estate planning, as well as education funding.

Andrea graduated from Boston College cum laude in 2003 with a bachelor's degree in finance, and later earned her dual MBA/MS in Finance degrees in 2010. She also helped to start The Patty Fund, a non-profit organization which has contributed over $100,000 to benefit brain cancer research for Massachusetts General Hospital. In her free time she enjoys tennis, golf, and traveling with her family. She lives with her husband and two children in Wellesley, MA.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, IN, MA, MD, MI, MT, NC, NH, NJ, NV, NY, PA, PR, RI, TX, WA, WY

With over 40 years of investment experience, Gordon's portfolio management technique combines the fundamental strength of a global investment bank with technical research and other proprietary inputs that result in enhanced portfolio outcomes.

Gordon joined UBS in December 2015. Prior to joining UBS, Gordon spent 16 years with Credit Suisse as a Vice President and Relationship Manager covering high net worth families and middle market institutional accounts. Before Credit Suisse, Gordon spent 16 years with Donaldson, Lufkin and Jenrette, five years with Lehman Brothers and two years with Merrill Lynch in similar capacities.

Gordon received his B.A. in Psychology with honors and an M.B.A. from the University of New Hampshire where he was a student athlete.  He holds FINRA Series 7, 63 and 65 licenses.

Registered States:
AZ, CA, CT, FL, IL, MA, MD, ME, NH, NJ, NV, NY, RI, VA, WA

Each client is unique—Jeremy takes pride in developing a thoughtful financial plan, one that can last generations and meet its desired goals. Jeremy joined UBS in 2015 after 10 years at Credit Suisse Private Bank USA, where he also served on Credit Suisse’s Advisory Council a 14-person leadership team in the Private Bank. As a senior member of the Seidman/Bevis Group, he is responsible for idea generation as well as overseeing asset allocation models, 10B5-1 plans, concentrated stock management strategies, performance measurement, trust and estate planning, insurance, mortgages and risk management. Because of this holistic approach, clients entrust their family’s financial well-being for generations. Jeremy also has a specialized expertise in structuring complex lending solutions for hedge fund and private equity general partners in need of liquidity management solutions.

Jeremy graduated cum laude from the University of Pennsylvania and holds an M.B.A. from the MIT Sloan School of Management with a focus in financial management. In 2003, he founded the MIT CFO Summit (www.mitcfo.com), a premier forum for corporate finance executives, and continues to serve as chairperson. Jeremy has been quoted by Bloomberg, The Wall Street Journal and Boston Business Journal for his insights into business and strategic issues facing the CFO.

Jeremy currently serves on advisory boards for WGBH, Coaching4Change and MIT Sloan. Jeremy, his wife, son and daughter live in Wellesley, MA and enjoy skiing as often as possible at Loon Mountain in New Hampshire.

Boston Business Journal for his insights into business and strategic issues facing the CFO.

Jeremy currently serves on advisory boards for WGBH, Coaching4Change and MIT Sloan. Jeremy, his wife, son and daughter live in Wellesley, MA and enjoy skiing as often as possible at Loon Mountain in New Hampshire.

Registered States:
AZ, CA, CT, DC, DE, FL, IN, MA, MD, MI, MT, NC, NH, NJ, NV, NY, PA, PR, RI, TX, WA, WY

Carol serves as the administrative and operational lead for the team. Prior to joining UBS in 2015, she worked at Credit Suisse and Morgan Stanley in similar roles. She has over 20 years of experience in the financial services industry. Carol graduated cum laude from Suffolk University with a B.S. in business administration and finance. She also holds her Series 6, 7, 63 and 65 securities licenses as well as insurance licenses.

Registered States:
AZ, CA, CT, DE, FL, IN, MA, MD, MI, MT, NC, NH, NJ, NV, NY, PA, PR, RI, TX, WA, WY

Samantha received her Bachelors of Science degree from Johnson & Wales University Providence, RI campus in the year 2000. She began her securities industry career in 2001 starting as a temporary receptionist for Wachovia Securities.  There she obtained her Series 7, 66 and Insurance licenses holding various positions in sales and operations. Her final position was Senior Registered Account Administrator, supporting three Financial Advisors and providing branch support for two branch offices. After eight years of service Samantha joined Credit Suisse Securities in 2008 as a Relationship Associate. Here she provided support to a team of four Private Wealth Relationship Managers and was later promoted to Assistant Vice President after eight years of service. In 2015 Samantha moved with her team to UBS Financial Services where she currently holds the position of Senior Wealth Strategy Associate.

Samantha annually participates in the American Lung Association's Fight for Air Climb benefiting those with lung and breathing issues. She has served nine months as a juror for the City of Boston's Grand Jury helping to keep our streets safe. She is a high school graduate of Boston Latin Academy. Samantha lives in Boston with her husband.

Registered States:
AZ, CA, CT, DC, FL, GA, HI, IL, MA, MD, NH, NJ, NY, RI, VA, WA

Alyssa joined UBS in 2016 and focuses on creating an exceptional client service experience, account opening and oversight, plan implementation, trading and performance reporting. Prior to joining the firm, she worked in financial services at Credit Suisse Private Bank USA and Brown Brothers Harriman in Boston. Alyssa graduated with a B.A. in finance from Simmons College. She also holds both the Series 7 and 66 securities licenses.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TN, UT, VA, VT, WA, WV