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