Registered States:
MA, ME, NH, VT

Bob joined UBS in 2006 and now has over 13 years of experience in the financial services industry. He makes use of the Firm’s advisory services to help the Capitol Group's clients address their financial goals giving particular focus to professionally managed investment accounts, business retirement plans, and annuities. Bob is a 2003 graduate of Boston College. He holds Series 7 and 66 licenses. He is a boating enthusiast in the summer and an equally dedicated snowmobiler in the winter.  He and Rose live in Portsmouth, New Hampshire, with their two cats, Basil and Leif.  They enjoy international travel and visit friends and family in Europe regularly. 

The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who: (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium- to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.

PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term invest¬ment; (iii) want to maintain consistently high levels of cash, money market funds or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.

Registered States:
AK, AL, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI

David is a 30-year veteran of the financial advisory business, having started his career in 1986 with the former E.F. Hutton Company in their Paris office. In 1988, he moved to Manchester, New Hampshire, when the firm merged with Shearson Lehman Brothers and, later, Smith Barney. David continued with Smith Barney until 2008, rising to First Vice-President and Wealth Management Advisor, until coming to UBS in Concord. David is a graduate of Northwestern University and the Thunderbird School of Global Management. He and his wife, Margaret, live in Concord, New Hampshire, with their family.  He enjoys family, reading and travel.

Registered States:
AL, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA

Emilie joined the Capitol Group in 2017  Prior to joining the Capitol Group, Emilie worked for 6 years at other UBS Financial Services offices  in Boston, MA and in Peabody, MA. Emilie's focus is to ensure the unique needs of each individual client are met.

Emilie earned a B.A. from Suffolk University in Communications and Journalism and an MBA in Business from Endicott College.  Emilie follows New England sports, enjoys being outdoors and spending time with her family including her husband David, their two daughters and three dogs. Emilie hold series 7 and 66 securities licenses.

Registered States:
CA, DE, FL, MA, ME, NC, NH, PA, RI, TX, VA, VT, WI