Jim is the Market Head for Greater New England of UBS Wealth Management Americas where he oversees the domestic business within 11 offices in and surrounding Boston as well as the Northern New England area. He oversees approximately 270 financial advisors and over $50 billion in client assets. With a focus on providing unparalleled service to both employees and clients, Jim has worked to create a culture that he refers to as "the Best Place in Town." The Best Place reflects the best most competent Financial Advisors, the best most competent Client Service Associates, the best most tenured operations team, the most supportive and responsive management team, and lastly the most professional facility and environment. Jim's aim for the Greater New England Market is to be the firm of choice for Wealth Management advice in the communities we serve.

Jim joined UBS in 2009 as the Complex Director of the 200 Park Avenue, New York office. Jim has over 35 years' experience in the financial services industry. Jim held numerous roles including, Client Service Associate, Financial Advisor, Sales Manager, Branch Manager, and Complex Director. After 14 years as a club level producer Jim decided he was more passionate about coaching and helping his employees reach their full potential.

Jim received his Bachelor of Science in Finance from the University of Connecticut in 1983. Jim and his wife, of 35 years, Maureen, reside in Hingham, MA. Jim has three children, Megan, Michael, and Stephen and two grandchildren, Madison and Sawyer. Jim sees his career as a means to end and works diligently to balance his commitments to both UBS and his family. Jim enjoys spending quality time with his family, skiing, boating, and vacationing together.

Registered States:
CT, FL, MA

Ian MacNeill is the Branch Office Manager of the Downtown complex in the Greater Boston Market. In this role, Ian is driving firm initiatives and goals while collaborating, coaching and recruiting the best Wealth Advisors in the industry to help them achieve their professional and personal goals. Before joining the Downtown office, Ian was the Northeast Divisional Sales Manager at UBS Financial Services. In that role, he drove business growth by connecting wealth management professionals and their clients to the firm’s unparalleled resources, insights, and intellectual capital. Previously, Ian was the UBS Branch Manager in Springfield, MA where he earned Leadership Council recognition as one of the firm's top performing branch managers for each of the three years he was there. Ian began his career at Morgan Stanley in the Private Wealth Management Group. As part of a larger team, he was a Private Wealth Advisor and later started his field leadership in Boston, MA as a Sales Manager.

Ian earned his BA in Economics from Fairfield University. He and his wife, Carolyn, currently reside in Needham, MA with their children, Maryn and Jay.

Registered States:
CT, FL, MA, RI

Registered States:
CA, CT, FL, MA, ME, NH, NJ, NY, RI, VT

Mark has been with UBS for over 20, originally joining PaineWebber in the Wellesley office in 1999. Since that time he has had a variety of field leadership roles, most recently as the Administrative Manager for the Greater Boston Market.

In his present role as Market Administrative Manager, he supervises and manages the market's support staff.  Mark focuses his efforts on assuring that he hires, develops and retains the best professional support staff in the industry as well as execute and evolve the administrative processes in a way that assures high client satisfaction. His experience with many successful Advisors, CSAs, WSAs and managers allow him to bring great perspective and value to his role.

Mark earned his BA in Business Administration from Westfield Sate College in Westfield, MA. He is FINRA-registered and holds his Series 7, 9, 10, 63, 65 and Life insurance licenses.

Mark and his wife, Christy, reside in Walpole, MA with their two children, Zachary and Katelyn. In his spare time, Mark enjoys coaching youth sports, playing rooting for all the Boston Sports teams.

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

Registered States:
AZ, CA, CT, DC, DE, FL, MA, MD, ME, NH, NJ, NY, PA, RI, SC, VA, VT, WA