Experience That inspires confidence

Chris joined UBS in 2003 and partnered with Michael Haynes in 2014, creating The Haynes Group. He works with a select group of high net worth and ultra high net worth clients and their families to help them with all aspects of their financial lives. This includes structuring a financial plan paired with a tailored investment strategy designed to meet their unique needs. In addition, he advises on life and long-term care insurance, real estate financing, and charitable giving. With the partnership of attorneys and accountants, he helps to coordinate their estate and tax planning goals.

He graduated from Vassar College in 2003 and met his wife, Chelsea, in 2005 while they worked at UBS together. Chris and Chelsea have two daughters, Ella and Caitlin, and live in Winchester, MA. They actively support the Winchester public school system and Strike 3, a charitable organization that heightens awareness, mobilizes support, and raises funding for childhood cancer research. He is an avid music fan and enjoys going to concerts and collecting old records. In his free time, he enjoys spending time with his family, skiing, and watching his daughters do what they love. 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Managing Director - Wealth Management

Boston, MA

January 2018 - Present

UBS Financial Services

Senior Vice President - Wealth Management

Boston, MA

January 2017 - December 2017

UBS Financial Services

Financial Advisor

Boston, MA

January 2014 - November 2016

UBS Financial Services

Branch Manager

Concord, NH

January 2011 - December 2013

UBS Financial Services

Assistant Branch Manager

Boston, MA

January 2007 - December 2010

UBS Financial Services

Branch Analyst

Boston, MA

July 2005 - December 2006

UBS Financial Services

Wealth Management Associate

New York, NY

July 2003 - June 2005

Accomplishments

  • On Wall Street Top 40 Advisors Under 40, 2016, 2017, 2018
  • Forbes America's Top Next Generation Wealth Advisors, 2018, 2019
  • Forbes Best-In-State Wealth Advisors, 2019

Education

  • Vassar College - Bachelor of Arts, Economics

Licenses

  • Certified Financial Planner
  • Mortgage Loan Originator, NMLS ID: 196183
  • Life and Health Insurance License
  • Series 7, General Securities Representative
  • Series 66, Uniform Investment Adviser (Combined 63 and 65)

Registered States:

AK, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV