Max became a Financial Advisor in 1995 and has been with UBS since 2003.  He has extensive experience in financial planning for affluent individuals and families.  In recognition of his performance on behalf of clients, Max was named to On Wall Street's "Top 40 Advisors Under 40" list,  was recognized by the Financial Times as one of the "Top 400 Financial Advisors in America", and has been named to Forbes' "Best-In-State Wealth Advisors" list since 2018.

In addition to his public accolades, Max is a member of the prestigious UBS Pinnacle Council, which represents the top 1% of the firm's advisors.  He has earned the Private Wealth Advisor designation, an accreditation held by less than 5% of UBS Financial Advisors.  Private Wealth Advisors undergo rigorous training in a range of sophisticated wealth management strategies and techniques that qualify them to address the complex needs of high net worth investors.

Max is a graduate of Tufts University, where he met his wife, Mindy.  They reside in Newton with their children, Gabe and Sophie.  Max supports a number of charitable organizations, including Smile Train, a global organization supporting free cleft surgery for underprivileged children, Birthday Wishes, which provides birthday parties for homeless children, and the Special Olympics.

Registered States:
AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT

Stephanie has a unique background.  She graduated summa cum laude and Phi Beta Kappa from the University of Oregon.  In 1999, she began her career in the financial services industry as a Client Service Associate at Morgan Stanley Private Wealth Management in New York City.  She left Morgan Stanley to trade at Blackfin Capital, a hedge fund/family office that specialized in risk arbitrage and long/short technology portfolios.  After 9/11, she explored opportunities outside of finance, from snowmaking and ski patrolling during the winters and gardening for the rich and famous during the off-season in Sun Valley, Idaho, to working as a custom commercial cabinetmaker in Maine and in Oregon.  She eventually returned to her financial services roots and joined UBS in 2008.

Max's team had the good fortune to land Stephanie's services in 2013, when she returned to the East Coast to be closer to family.  Stephanie oversees all operational, administrative, and client service aspects of the business.  Stephanie is a dual Swiss-American citizen and resides in Swampscott with her husband, Troy, and daughter, Farris.  She continues to be an avid skier and gardener.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MS, NC, NH, NJ, NY, OH, SC, VA

After graduating summa cum laude from Simmons College, Emily spent time as a special education teacher and college rowing coach.  After a stint in Los Gatos, CA, Emily returned to New England to be nearer to family and see the seasons again.  In 2013 Emily established a new career in financial services as a Client Relationship Manager at The Debt Exchange, Inc., in syndicated deal management solutions.  As a Relationship Manager, she on-boarded clients, worked closely with them to establish best practices, and handled all administrative and client needs.

A former collegiate rower and Latin Ballroom competitor, Emily enjoys being active as much as possible.  She rows when the opportunity presents itself, and enjoys salsa dancing and teaching Zumba.  Also passionate about giving back, Emily spent five years on the board of a local charitable organization, the Junior Aid Society, and looks forward to playing a leadership role in the annual UBS "Season of Service" campaign.  Emily resides in Marblehead, MA, with her two daughters, Lilah and Charlotte.

Registered States:
CA, CO, CT, DC, FL, GA, ID, IL, KY, MA, MD, ME, MS, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, VA

Lillian joined UBS and the team in 2018 as a Client Service Associate. She graduated from Providence College with a concentration in Economics and earned recognition as an Omicron Honor Society recipient.  Lillian also competed on the Women’s Track Team as a sprinter.

Though most of her time at Providence was dedicated to academics and athletics, Lillian also served as a Judicial Intern at the Superior Court of Rhode Island. As an intern, she learned the fundamentals of the legal system, analyzed high profile cases and consulted with Justices over trials.

Lillian continues to run in her free time in the hopes of running the Boston Marathon someday. Lillian resides in Stoneham, MA. Lillian is a supporter of the St. Jude Children's Hospital fight against cancer.