Experience That inspires confidence

The Cotter Schena Group at UBS Financial Services Inc. is a multi-generational wealth management team made up of six investment professionals with more than 100 years of combined experience working with wealthy families. Our client relationships span many years and multiple generations. With a planning-based approach, our team strives to help each client pursue his or her financial goals. We will work together with you to create a plan focused on growing, managing, protecting and eventually transferring your wealth to others.

William J. Cotter

Senior Vice President - Wealth Management
Financial Advisor
617-261-1132
william.cotter@ubs.com

As a 44-year veteran of the financial services industry, all with UBS or its predecessor firms, Bill is passionate about helping affluent families alleviate their financial concerns by providing multigenerational wealth planning.  As the founder of the practice, Bill serves in a leadership role overseeing the team's continual focus on offering timely and effective service.  Appreciated for his client-first approach, his honesty and affability, Bill believes in treating his clients like family and investing time to fully understand their unique financial challenges and goals.

Bill earned a B.S. in economics from Northeastern University - where he is now a trustee. He actively supports The Hole in the Wall Gang Camp - the charitable organization founded by Paul Newman, and Camp Harbor View.  Bill is an avid golfer and belongs to Brae Burn Country Club in Newton and TGC at Sacconnesset in Falmouth.  He and his wife, Suzy, have been married for over 45 years and enjoy spending time with their four grandchildren: Andrew, Abby, Cole, and Blair.


Registered States:
CA, CT, DE, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OR, PA, RI, TX, UT, WI


Anthony R. Schena, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
617-261-2629
anthony.schena@ubs.com

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Anthony has been with UBS for 19 years. As a Certified Financial Planner and UBS-accredited Wealth Advisor, Anthony takes the time to understand each client's unique needs and develop tailored wealth management strategies. A problem-solver who prides himself on “making the complex simple,” he focuses on providing financial planning, estate planning, and wealth transfer strategies to successful families. He is specifically committed to ensuring each generation understands what it takes to preserve and grow their wealth far into the future.

Anthony earned a B.A. in Political Science from Hamilton College. Outside of work, he volunteers his time in youth sports. Anthony enjoys hiking, camping, and skiing. A 40-year resident of Plymouth, Anthony formerly served as a city councilman and as chairman of the Advisory and Finance committee. He and his wife, Michelle, are the proud parents of Anthony, Madison, Victoria, Isabella, and Ava.


Registered States:
CA, CT, DE, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OR, PA, RI, TX, UT, WI


Michael A. Cotter

Senior Vice President - Wealth Management
Wealth Advisor
617-261-2642
michael.cotter@ubs.com

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After beginning his career with Putnam Investments, Mike has partnered with his father and The Cotter Schena Group at UBS for the last 20 years. One of a select group to receive UBS's Wealth Advisor accreditation, Mike is primarily focused on portfolio management, asset allocation strategies, and risk management for successful individuals and successive generations of their families. Clients particularly trust him for his understanding of complex family wealth dynamics.

Mike earned his B.A. in History from Williams College. He is an active supporter of The Hole in the Wall Gang Camp. He and his wife, Jill, currently reside in Needham with their two children, Andrew and Abby.  In his spare time, Mike enjoys playing hockey, golfing, and coaching his children's hockey and soccer teams.


Registered States:
CA, CT, DE, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OR, PA, RI, TX, UT, WI


Christopher W. Cotter, CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
617-261-1110
christopher.cotter@ubs.com

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The newest member of The Cotter Schena Group, Chris joined the team in December of 2015 after spending the first ten years of his career at State Street Global Advisors. He is primarily focused on business development, working closely with each member of the team to grow the practice. He also helps develop asset allocation and portfolio implementation strategies for clients.

Chris earned a B.A. in history from Middlebury College. Outside of work, Chris is an active supporter of The Hole in the Wall Gang Camp charity and serves on the Corporation of Belmont Hill School. He is an avid golfer and also enjoys cooking and playing ice hockey. He and his wife, Emily, currently reside in Boston's South End neighborhood.


Registered States:
MA, NJ


Linda M. O'Donnell

Senior Registered Client Service Associate
617-261-2681
linda.odonnell@ubs.com

With 39 years of financial industry experience, all of it with UBS and its predecessor firms, Linda is fully responsible for operations and daily management of the practice. With her Series 7 and 63 securities licenses, she is the backbone of the team, maintaining accounts and providing exemplary client service.

A resident of Whitman for over 20 years, Linda and her husband, Bill, have two children, Annie and Dan. Outside of the office, Linda can usually be found in her garden or spending time with her family at the beach.


Registered States:
CA, CT, FL, MA, MD, ME, NC, NH, NJ, NM, NY, RI, TX, UT, WI


Michael J. Piet, CFP®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
617-261-2564
michael.piet@ubs.com

Mike joined the team in 2014 after working in financial sales for Voya Financial. As a Wealth Strategy Associate and CERTIFIED FINANCIAL PLANNER™, Mike assists with all aspects of wealth management. He brings an analytical skill set to the team, leveraging industry-leading technology and the full resources of the firm to provide insightful solutions to meet clients' needs and objectives. With his series 7 and series 66 securities licenses, as well as his MA Insurance Producer's license, Mike is dedicated to providing a seamless and exceptional client experience. 

Mike earned a BS in finance and marketing from the University of Delaware. Originally from New Jersey, Mike currently resides in Boston's North End neighborhood and enjoys playing ice hockey, water skiing, and traveling with family and friends.


Registered States:
CA, CT, FL, MA, NC, NH, NJ, TX, UT