John has over 19 years experience in financial services. He earned the Chartered Retirement Planning Counselor (CRPC®), College for Financial Planning in 2005. He is Senior Vice President and a member of UBS Chairman's Council which includes the top 230 financial advisors nationally. John works with top executives from a number of fortune 500 companies. John lives in Hingham with his wife Michelle and two sons Jack & Alex. He enjoys spending time with his family, golf, fishing, and the Red Sox. Series 7, 66, and Insurance Licensed.

After graduating from Suffolk University, Jeff worked in the U.S. Senate on energy, environmental, and transportation legislation for the Commonwealth of Massachusetts. Upon returning to Boston in 2001, he worked at Eze Castle Software, a subsidiary of Mellon that runs trade order management systems for some of the world’s top hedge funds. In 2002, Jeff began working with individuals on strategic portfolio management and retirement planning under the mentorship of John Bankhead. He was promoted to partner in 2005. In 2007 the team moved the practice to UBS. Jeff lives in Boston and enjoys golf

After opening and managing several businesses for The Lyons Group in Boston, Patrick began his investment career at Smith Barney in 2002. He built his practice focusing on investment strategy and financial planning, and moved to UBS in late 2007. Patrick is an Account Vice President and became a partner on the team in 2009. He is Series 7, 63, 65, and insurance licensed. Patrick lives in Newton with his wife, Danielle, his son PJ, and his Saint Bernard, Moses. He enjoys skiing, cycling, golf, and following the Patriots.

Joy is a graduate of Boston College where she majored in Finance and Human Resources. She joined the Bankhead Group as an intern at Smith Barney in 2007 and continued with the team at UBS upon graduation. Joy recently received her Certified Financial Planning ® license and continues to be mentored in investment and retirement planning. Joy lives in Boston and enjoys reading, running, traveling, and Boston College football. Series 7, 66, and CFP® licensed.

Caroline joined the Bankhead Group in October 2011 after spending two years as a Client Service Specialist at Pioneer Investments. Her present focus is on client service and looks forward to exploring her financial career with the team. Caroline graduated from Hobart and William Smith in 2009 and currently lives in Boston. She enjoys reading, running, traveling, and spending time with friends and family.

A recent graduate of Boston University, Ryan originally worked under an independent financial advisor in Marshfield, MA. During his time there he developed a passion for finance and decided to pursue a career in the wealth management industry. Deciding to work independently, Ryan worked at Mass Mutual were he specialized in the insurance element of the financial planning process for his clients. Ryan lives in Boston and enjoys spending his free time watching the Patriots, going to the gym, and spending time with his family and friends. Series 7, 63, and Insurance Licensed.