Fran is a Senior Vice President; he began his career in 1990 with Merrill Lynch. Fran focuses on financial planning, asset allocation and risk management.  Fran has a Finance Degree (BS/BA) from Northeastern University and a Masters in Business Administration from Babson College (MBA) with a concentration in Investment Management.  While at Babson, Fran was accepted in the prestigious Babson College Fund program.  This program hires students to manage part of the College's endowment.  While there his investment team beat all other active managers posting a 19% return for the year. At Babson, he authored "The Seasonality Effect of the Market," proving the statistical significance of performance in the market during different months.  In addition, he completed the Investment Consultant program at the Wharton School of Business. He works closely with client attorneys and accountants to help ensure that all aspects of our clients' financial plans and asset allocations have been established and implemented. Fran is a member of the Boston Security Analyst Society and the CFA Institute.  Fran is also a member of the Union Club in Boston and Woodland Country Club in Newton. Fran Lives in Cohasset with his wife Heidi, daughter Kristina, and two sons James and Joseph.

Registered States:
AZ, CT, DC, DE, FL, GA, IL, MA, MD, NH, NJ, NY, OH, SC, TX, VA, VT, WA

Allen is an accomplished wealth advisor who has been managing portfolios for over 19 years for high net worth families, corporate executives, institutions, and company retirement plans. He is a senior partner in the Dietrich-Sussman Group, a 5 member wealth advisory team.

Allen is firmly committed to long-term relationships and to the highest level of client service and investment excellence. Allen also works in a cohesive manner with his clients' external advisors in order to help create a comprehensive financial plan. Allen is also a Certified Financial Planner, with a particular expertise in asset allocation modeling, hedging and monetization strategies, and navigating through the equity and fixed income markets.

Allen has been married to his wife Heather for 14 years and they live in Newton, MA with their two children, Alec and Chloe.

Registered States:
AZ, CA, CT, DC, FL, IL, MA, ME, NJ, NY, OH, SC, TX, VA, VT, WA

Frank began his career in financial services in 2013 when he joined Morgan Stanley working in the operations division.  He knew this was his passion and eventually transitioned into the associate role. Frank joined UBS in 2019 in order to continue his role as Senior Client Service Associate. Frank is FINRA registered and holds Series 7 and 66 as well as SIE, Life, Health, and Variable annuity licenses.

Frank grew up in Middletown, NJ and attended Boston University where he earned his Bachelor of Science degree in Marketing and Entrepreneurship.  He currently lives in South Boston, MA with his wife Danielle, an Assistant Professor at Boston University School of Medicine, and their two cats – Jackson and Koal.  Away from the office, Frank enjoys playing hockey and golf, hiking, kayaking, gardening, and watching all types of sports.

Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, OK, PA, RI, TX, VA, VT