Experience Makes all the difference

As a team, we leverage our disciplined approach, experience and tenure to help make a real impact on our client' lives. With the experience to help manage your complex financial needs and a commitment to engage each generation of your family, we offer thoughtful advice dedicated to pursing you independence and helping to achieve your goals.

Seven of our financial advisors are Senior Portfolio Managers, five hold the Certified Financial Planner™ professional designation, two have the Chartered Financial Analyst® designation, others include two Certified Exit Planning Advisors™, two Certified Investment Management Analysts™, a Chartered Retirement Planning Counselor™ , a Certified Portfolio Manager® , a certified Private Wealth Advisor®, and a Chartered Retirement Plans Specialist (CRPS®) and two NMLS Mortgage Loan Originators.

Our team of 27 financial professionals include:

Partners

Claire Adams
Timothy Fortune
Peter Landry
Timothy Seeger
Steve Sypek

Robert Donovan
Brendon Hutchins
Michael Murphy
Ken Simon

Joseph Drier
Barry Kingston
Paul Sapiro
Russell Smith

Portfolio Management Team

Dan Ambrefe

Larry DePaulis

Sally Stone

Financial Planning Team

Catherine Godfrey

Shannon Mikus

Meghan Walsh

Client Relationship Team

Jamie Connelly
Christina DelGuidice
Elizabeth Pelkey

Amanda Corry
Diane Fannon
Laura Revasz

Rhonda Cunneen
Nancy Ham

Claire A. Adams, CFP®

Senior Vice President - Wealth Management
Financial Advisor
NMLS#1215607
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Planning Counselor (CRPC®)
781-446-8966

email   Connect with me on LinkedIn



Claire has been guiding successful individuals and families to make smart financial decisions since 1984. Together with her team, Claire engages each client in a multi-step consultative wealth management process that begins with a thorough discovery interview focused on understanding her client's values and goals as well as additional information that forms the basis for a financial plan. She then works with her colleagues to customize solutions designed to address each client's unique needs in the areas of wealth enhancement, wealth transfer, wealth protection and, where applicable, charitable giving. Claire has been with UBS since June 2012. Previously, she was Senior Vice President and Wealth Advisor with Morgan Stanley for 16 years. She also served as Vice President and Financial Advisor with A.G. Edwards & Sons and with EF Hutton and Shearson Lehman Hutton for a combined 12 years. Claire taught investment courses for years at the Brookline Center for Adult Education and mentored women advisors as part of the Women's Business Exchange while employed by Morgan Stanley. Educating and informing investors has always been part of Claire's practice.  

Claire is a Certified Investment Management Analyst (CIMA®) awarded by IMCA and The Wharton School as well as a Certified Financial Planner Practitioner (CFP®) and a Certified Retirement Planning Counselor(CRPC®). She has a BA with High Honors in psychology from Northeastern University and did graduate work in psychology at the University of Connecticut.  She lives with her domestic partner, Stuart Shellswell, in Framingham, MA and Miami, FL.

NMLS#1215607


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OK, PA, RI, SC, VA, VT


Daniel Robert Ambrefe, CFA®, CFP®

Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
781-982-3670

email



Dan is an Analyst and Senior Portfolio Manager working primarily on the Small & Medium Company Stock Portfolio. Prior to joining UBS in 2013, Dan was a Portfolio Manager at Athena Capital Advisors, where he served clients with at least $100 million in investment assets. He earned his M.S. in Investment Management from Boston University, graduating magna cum laude. Dan also earned his B.S. in Accounting and Finance from Eastern Nazarene College. He is a CFA® charterholder and a member of the Boston Security Analysts Society. Dan also successfully completed the requirements to earn the Certified Financial Planner™ (CFP®) designation. Dan and his wife, Faith, live in Boston, Massachusetts.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI


Jamie Connelly

Senior Registered Client Service Associate
781-982-3602

email



Jamie has more than 22 years of industry experience and manages all aspects of the team's daily operational needs. She is also responsible for coordinating new account enrollments and split arrangements with our Financial Advisor partners across the firm. Jamie graduated from Bryant University with a major in Business Administration. Jamie, her husband Patrick, and their two children live in Milton, Massachusetts.


Registered States:
FL, GA, MA, NC, NJ, NY, OH


Amanda L. Corry

Registered Client Service Associate
610-832-2764

email




Registered States:
FL, NJ, PA


Rhonda M. Cunneen

Senior Registered Client Service Associate
781-982-3621

email



Rhonda's focus is primarily on customer interface. She takes great pride in her knowledge of the financial services industry and UBS operating procedures. With her administrative oversight of the group, she can be counted to effectively handle all customer requests, including retail and option trades. Rhonda started in the financial services industry at Smith Barney in 1983, and has held positions at Morgan Stanley and Wells Fargo before joining UBS in 2007. She holds Series 7, 63 and 65 securities licenses, is Notary Public, and a certified medical transcriptionist (CMT).


Registered States:
MA


Christina Delguidice

Senior Registered Client Service Associate
781-982-3614

email



Christina has more than 22 years of industry experience. She is responsible for preparing the team's performance reports and monthly cash flow projections. Christina also assists with internal client communications and implementing portfolio recommendations. She graduated from Northeastern University with a major in Finance and Insurance. Christina, her husband Brian, and their daughter live in Carver, Massachusetts.


Registered States:
FL, MA, NJ, NY, VT


Lawrence F. DePaulis, CFA®

Managing Director - Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
781-982-3610

email



Larry is the Senior and Lead Portfolio Manager for Hingham Street Partner's Equity Income portfolio. Prior to joining UBS in 2008, Larry was a Portfolio Manager at Athena Capital Advisors, a multi-family office serving clients with at least $100 million in investment assets. He earned an M.B.A from the Yale School of Management and graduated summa cum laude from Boston University with a B.S. in electrical engineering. Larry also earned a master's degree in electrical engineering from UMass Lowell. Larry and his wife Debi live in Hollis, NH.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY


Robert Donovan

Senior Vice President - Wealth Management
Financial Advisor
781-982-3634

email



Bob has been in the wealth management business since 1981. Prior to joining UBS Financial Services in 2008, Bob was a Senior Vice President at Smith Barney for nearly two decades. Bob focuses on managing money for clients and corporations. Bob graduated cum laude with a B.S in Business Administration from Boston College. Bob and his wife Lynn enjoy traveling and are active in supporting the Hospice of South Shore. They have two grown children.  


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Joseph P. Drier III, CEPA®, CFP®, CPWA®

Senior Vice President - Wealth Management
Certified Exit Planning Advisor (CEPA®)
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
781-982-3631

email   Connect with me on LinkedIn



Joe has over 26 years of industry experience, is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA) and a founding member of Hingham Street Partners.  He is one of the few advisors at UBS who has earned the designation of Certified Exit Planning Advisor.  Joe's role is to help clients maximize business, personal, and financial goals. The process consists of three major areas:

  • Maximizing business value
  • Personal financial planning
  • 'Life after business' planning

As a business owner, Joe has a deep understanding of the complexities of ownership, growth and sale of businesses.  He has worked with entrepreneurs and senior executives through all stages of business transition- private and public. 

Joe is a graduate of Merrimack College where his concentration was in Finance and Economics. He has earned his series 7, 31, 63 and 65 securities licenses as well as life, health and long term care insurance licenses. Some of Joe's community activities include: Vice Chairman, Signature Healthcare Board of Trustees, Chairman of Signature Healthcare Finance Committee, Chairman of the Foundation Board of Governors at Signature Healthcare and Past President, Northern RI American Cancer Society.  He lives in Whitman with his wife Kathy and their two children, Megan and JP.  Joe is an avid Boston sports fan and a "sub par" golfer!


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Diane Marie Fannon

Client Service Associate
860-727-4680

email



Diane has been helping clients for over 35 years. They appreciate the follow-through, professionalism, and overall exceptional client service she provides.  She resides in Colchester, CT with her husband. They have four grown children. Diane is quick to volunteer and help those in need. She cooks and serves breakfast to those most in need at the Mercy shelter in Hartford, CT on a regular basis.


Timothy M. Fortune

Senior Vice President - Wealth Management
781-982-3649

email



With two decades of experience in finance, Tim provides wealth management services and strategic investment advice for a diverse clientele of high net worth individuals, families, businesses, and nonprofit organizations.  As a founding member of Hingham Street Partners, Tim has helped elevate Hingham Street Partners’ mission to provide the highest quality wealth management solutions for clients and institutions, as well as for UBS Financial Advisors. In addition to serving as a relationship manager and co-director of marketing for Hingham Street Partners, Tim also leads the team's institutional business development efforts. Tim is a graduate of the College of the Holy Cross, where he pitched for the varsity baseball team, as well as from the Delbarton School in Morristown, New Jersey. He is active in both the Holy Cross and Delbarton alumni associations, current serving as Chair for Holy Cross’ 20th Reunion Gift Committee. Tim and his wife, Anne, live in Westwood, Massachusetts with their three children and are actively involved in several nonprofit organizations.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Catherine Nichols Godfrey

Senior Wealth Strategy Associate
781-446-8931

email   Connect with me on LinkedIn



Cathy joined UBS in 2014 and works primarily on relationship management with a focus on financial planning, as well as insurance and long term care solutions.  She started her career in wealth management in 1997 with Raymond James.  She transitioned to Morgan Stanley in 2001 where she gained experience in investment analytics, portfolio management and financial planning.  As a Senior Wealth Strategy Associate for Hingham Street Partners she works closely with clients to help them plan for where they are in life now, and where they want to be.  She lives in Holliston, MA with her husband, Jason, and their twin boys.  She enjoys spending time with her family, singing in a local women's choral ensemble and volunteering for her church.


Registered States:
FL, MA, ME


Nancy M. Ham, FPQP™

Wealth Management Associate
Financial Paraplanner Qualified Professional (FPQP™)
781-982-3633

email   Connect with me on LinkedIn



Nancy joined the financial services industry in 1994 and has been working with Joe Drier to build and manage his practice since 1996. Her strong background enables her to provide a seasoned perspective and effective client service. She has earned the Financial Paraplanner Qualified Professional (FPQP®) designation which demonstrates her deep understanding of the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories.

As a Wealth Management Associate with the Hingham Street Partners, Nancy is dedicated to building personal and professional relationships with clients, while supporting the marketing and branding needs of the practice. She is the co-lead on the Client Experience team with Laura Revasz. Her energy and depth of knowledge result in a first class experience for clients.

When she is not working, Nancy enjoys decorating, cooking, crafting and local sports. She also enjoys volunteering her time to improve the lives of others in her community. She is an active member in her church and has recently completed a three-year co-chair term on the Board of Deacons. In previous years, she served as a Big Sister through the Big Brothers Big Sisters organization and as a member of the Junior League of Boston.


Registered States:
CA, CT, MA, ME, NH, PA, TX


Brendon C. Hutchins

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
413-785-4934

email



Brendon is a Certified Financial Planner (CFP®) with more than 25 years of experience in the financial industry. Brendon is first and foremost client-focused. He has built his career on personal relationships and a collaborative approach to investing.  

Brendon's philosophy has evolved as his career trajectory has taken off.  As a young advisor, Brendon believed investing was primarily about projections, equations and statistical analysis. However, experience has taught him that true success is the result of understanding each client's current life situation, personal values, philosophies, hopes and dreams. This provides the framework for developing a successful financial plan and long-term personal relationships. The majority of Brendon's clients have been with him for between 10 and 20 years. They refer friends and relatives, some of whom are 3rd  and 4th generation families. Clients often tell Brendon they chose him because they know he will make choices that are in their personal and family's best interest. 

Brendon has professional experience working with clients all over the country in: Boston, New York, Chicago and Los Angeles.  Prior to joining UBS in December 2013, he worked for Fidelity Investments for over 8 years and St. Germain Investment Management for 10 years.

Brendon lives in Longmeadow, Massachusetts with his wife, Jess. They have 3 children: Ella, Nina and Luke and a yellow lab, Gus.  He graduated from the College of the Holy Cross in Worcester, MA.  He remains an active member of his community, having served on the Board of Directors for the March of Dimes, the Springfield YMCA and the Board of Trustees of the Naismith Memorial Basketball Hall of Fame.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Barry S. Kingston

Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Visit my personal page
781-446-8912

email   Connect with me on LinkedIn



Since joining the Financial Services industry in 1984, I have focused my practice on assisting individuals, couples, and families meet their financial goals through a process of planning and responsible asset allocation. Many client relationships have lasted decades and span multi-generations.  After 28 years at Morgan Stanley in both advisory and management roles, my move to UBS has allowed me to strengthen my skills, broaden the solutions offered clients, and help clients meet all their financial goals.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Peter T. Landry

Managing Director - Wealth Management
Financial Advisor
781-982-3601

email



Throughout Pete's 20-year career in wealth management, he has been a results-driven manager, an entrusted financial advisor, and a visionary. His impact is evident in the success of the UBS South Shore office, the growth of his own practice, and the strength of his relationships.

After his start at Merrill Lynch, Pete moved his practice to UBS and was tasked to build a new South Shore office. As branch manager, Pete personally recruited over 50 of the best and the brightest Financial Advisors and attracted $5 billion in assets to the new office within eight years. As the branch grew, Pete created a distinctive culture in line with his personal values that made it one of the best places to work and still remains today.

During that time, concurrent with his management responsibilities, Pete also founded Hingham Street Partners, the extension of his advisory practice, by assembling a team of hand-picked portfolio managers, advisors and relationship managers and by growing advisory portfolio assets to more than $2 billion. Hingham Street Partners advises high net worth families on all aspects of their lives, manages money for institutional investors, and partners with more than 100 UBS Financial Advisors worldwide. Although Pete and his team are highly sought after, his devotion to and friendship with his clients and their families is unparalleled. He forms a bond with his long-standing and multi-generational clients that provides the support, the advice and the means to achieve their personal and financial goals.

Pete is a graduate of Merrimack College and holds an M.B.A with honors from Sacred Heart University. He is a former member of the UBS Branch Manager Advisory Council to Senior Management, UBS Banking Council and UBS’ Technology Council. Although Pete lives and breathes Hingham Street Partners, his family comes first. He loves spending time with his wife Teri and their three children.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Shannon Mikus, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Retirement Income Certified Professional (RICP)
781-982-3665

email



Shannon is responsible for helping our clients create their own unique and customized financial plan.  Prior to joining UBS, she worked as a Financial Advisor at Morgan Stanley.  Before that, she did corporate financial planning and analysis at Biogen Idec as well as equity research at Credit Suisse. She earned her MBA in Finance & Economics from Columbia Business School and graduated cum laude with a B.A. in English from The University of Notre Dame.  She also successfully completed the requirements to earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Retirement Income Certified Professional RICP® designations.  Shannon and her husband Patrick have three children and live in Norwell, Massachusetts. 


Registered States:
CT, MA


Michael J. Murphy

Senior Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
781-982-3661

email   Connect with me on LinkedIn



Mike is an industry veteran with more than 30 years' experience and a founding member of Hingham Street Partners.  He provides holistic wealth management to his clients with a thoughtful, thorough and comprehensive approach.  Mike's relationship with his clients is founded on trust, mutual respect and accessibility.  He is an advisor and friend to his long-standing clients and leverages his knowledge and expertise to coordinate all aspects of their lives.  Mike's process is driven by custom financial planning – his management and monitoring of his clients' plans help them achieve their personal and financial goals. 

Mike is a graduate of Boston College and Boston College High School.  He is actively involved in the BC High Community serving as a Trustee Associate on the Global Education and Student Life committees as well as overseeing a scholarship established by his family.  He is FINRA-registered and holds his Series 7, Series 63, life, health and accident insurance and variable annuities licenses.

Beyond his passion for his clients, Mike loves to spend time with his three boys watching hockey, playing golf and celebrating their accomplishments as they grow. 


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Elizabeth M. Pelkey

Client Service Associate
413-785-4929

email




Laura E. Revasz

Senior Registered Client Service Associate
781-982-3607

email



Laura has been with UBS for the past 13 years. Developing relationships with clients and being part of their finacnial journey is of the upmost importance to her. She strives to deliver clients with the highest level of service. A Maine native, Laura has lived in Massachusetts since 2003 where she attended Curry College. During her spare time, Laura enjoys spending time with her husband and two children, traveling, and visiting the Lakes in Maine. Laura is series 7 & 63 registered.


Registered States:
CA, FL, MA, ME, NH


Paul D. Sapiro, CEPA

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
860-727-4668

email   Connect with me on LinkedIn



Paul Sapiro joined Hingham Street Partners in 2019.  He brings with him over 25 years of experience in the financial services industry – Paul has worked as a financial advisor, portfolio manager, branch manager, financial analyst and business planner.  At his core, though, Paul is an experienced and intellectual advisor who prides himself on developing deep relationships with his clients and leveraging resources to solve complex problems and provide straightforward yet elegant, holistic solutions. 

The common thread throughout Paul's career at UBS, Merrill Lynch, Smith Barney and even the motion picture industry has been comprehensive analysis and financial planning.  Paul's varied experience gives him a unique perspective and ability to relate to and help his clients whether they are C-suite executives, business owners, retirees or young families.

Paul earned a BS in Finance and an MBA with concentrations in Accounting and Marketing from the University of Connecticut. He lives in CT with his wife and enjoys skiing, hiking, history, platform tennis and spending time with his children, step children, and foster children.

He is a member of the Small Manufacturers Associate of Connecticut and The Exit Planning Exchange and holds the Certified Exit Planning (CEPA® ) designation.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Timothy W. Seeger

Senior Vice President - Wealth Management
Financial Advisor
Visit my personal page
610-832-3022

email   Connect with me on LinkedIn



Tim joined Hingham Street Partners in 2019, establishing the team's Pennsylvania presence.  He has been a financial advisor since 1997 and has built his practice on the belief that by planning for life's unexpected (and expected) events, one can achieve their goals and mitigate much of life's stress.  This belief was formed at an early age when Tim's family experienced first-hand the toll that unexpected and unplanned for life events could have on a family.  As a result, Tim bases his advising around a comprehensive financial plan.  He believes the planning process is critical to understand not only what is important to clients, but also what scares them.  From there he develops solutions for all aspects of his client's present and future financial well-being and in doing so, he gives clients more structure and control over their finances, and more broadly, their life.

Tim attracts a wide range of clients who seek an experienced and caring advisor to be their financial advocate – from corporate executives to business owners to successful retirees and their families.  Tim helps clients navigate life events such as job changes, death of a loved one, sickness, disability, inheritance, educational funding, marriage, divorce, the sale of a business and the transition to retirement.

Tim has his B.A. from The School of Commerce and Finance at Villanova University, where he played football.  He also has his Series 7, 63, and 65 licenses and his Health and Life Insurance certification in the state of Pennsylvania.  Tim earned the prestigious UBS Wealth Advisor Designation in 2019 and is proud to be a mentor to veterans transitioning from military careers to the civilian workforce as part of the UBS Veteran's Network.

 

Tim and his wife Christa live in West Chester, Pennsylvania with their four children Finn, Sean, Brody and Ryan.  In his free time, Tim enjoys spending time with his family, coaching his children's youth sports teams, traveling and surfing.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Kenneth E. Simon

Senior Vice President - Wealth Management
Financial Advisor
781-982-3625

email



Ken has been in the industry for over 30 years. He joined UBS in 2007 after 23 years at Smith Barney. Ken believes that personalized service is essential when developing and maintaining client relationships with the right financial products and services to each individual needs. With a bachelor’s degree from the University of Vermont, Ken is FINRA- registered and holds his Series 7 & 63 security licenses as well as licenses for life, accident, health insurance and variable annuities. He emphasizes asset allocation and total portfolio management with a focus on retirement income planning. During Ken’s spare time he enjoys golfing, traveling and spending time with his grown children.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Russell R. Smith

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
781-982-3645

email   Connect with me on LinkedIn



Russ brings more than 40 years of experience in the investment business to the group. Before joining UBS, he was a First Vice President-Investments at Wells Fargo Advisors. Prior to this, he was the CFO of a large, private company, where he analyzed and advised on various corporate investments and managed a diversified portfolio of stocks, bonds, joint ventures and real estate. In addition, he established, owned and operated a firm dealing in rare coins, stamps, currency and other collectibles.

Russ holds Series 3, 7, 9, 10, 15, 63 and 65 securities licenses, as well as life and health insurance licenses for all states in which he conducts business. He earned a master's degree in accounting and a master's degree in finance, both from Bentley College Graduate School, as well as a B.A. in economics from the University of Massachusetts, Boston.

Russ has four children and six grandchildren. An avid golfer and world currency collector, he and his wife enjoy spending time with their family and traveling.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Sally F. Stone, CPM®

Associate Director
Senior Wealth Strategy Associate
Certified Portfolio Manager (CPM®)
781-982-3615

email



Sally has a long and established track record of managing money with nearly twenty years of portfolio management experience. She constructs Hingham Street Partner's Global Growth portfolios as well as their ETF and Liquid Alternatives models. Sally is in charge of trading operations and rebalancing, and also assists with individual security analysis. She received a B.A. from the University of Illinois at Springfield, IL. Sally also earned her CPM from Columbia University and the Academy of Certified Portfolio Managers.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Stephen Sypek

Senior Vice President - Wealth Management
781-982-3681

email   Connect with me on LinkedIn



Steve emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, structures for charitable giving, and estate planning. Steve is FINRA-registered and holds Series 7, 63, and 65 securities licenses. He is also licensed for life, accident, and health insurance. He received his Bachelor of Science degree in Finance from Providence College in 1984.

Steve is an active volunteer with the Providence College Alumni Association, the Francis Ouimet Caddie Scholarship Program, My Brother's Keeper, and the Hingham Food Pantry. He has run the Boston Marathon twelve times, raising funds for the Dana Farber Cancer Foundation and the McCourt Foundation. Steve lives with his wife, Christine, and their four children on the South Shore.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Meghan Ellen Walsh

Senior Registered Client Service Associate
781-982-3646

email



Meghan recently joined UBS and brings 13 years of industry experience including positions at Morgan Stanley and private equity/venture capital firms. She is responsible for marketing and event planning efforts and assists the team with financial planning as well as daily operational needs.  Meghan graduated from West Virginia Wesleyan College with a major in English Literature and holds her Series 7 and 65 securities licenses.  Meghan, her husband Jon, and their daughter live in Hanover, Massachusetts.


Registered States:
AR, CT, FL, IL, MA, NJ, NY, OH


Paula B. Connell, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
Senior Portfolio Manager
Visit my personal page
270-441-8407

email   Connect with me on LinkedIn




Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY