Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Francis Joseph Dietrich
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
AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, NH, NY, OH, VA, VT
Allen Michael Sussman, CFP®
Senior Vice President - Wealth Management
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.
CA, CT, DC, FL, IL, MA, MD, ME, NY, OH, VA, VT
Client Service Associate
Jane joined UBS in 2009, where she became skilled in operations and client relations. Jane grew up in Freeport, ME, and attended the University of Southern Maine, earning a B.A. in economics. She enjoys vacationing in Maine, family life and charitable endeavors, including the Boston City School System and the Greater Boston Food Bank. Her even keel temperament brings pleasure to our work environment each day. Jane, her husband, Dave, and their daughter, Brooke, live in Winthrop, MA.