Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Todd Gregory Carey, CIMA®
Todd Carey is no stranger to strategic planning, execution and dedication to helping others succeed. Prior to entering the wealth management industry, he played professional baseball over eight seasons with the Boston Red Sox, New York Mets and Los Angeles Dodgers. He brings that level of talent and commitment to UBS Boston Private Wealth Management, where he and partner, Joseph McKeever, provide advice and solutions to an exclusive group of affluent families, entrepreneurs and executives.
Additionally, as an Endowment & Foundation Consultant (EFC), Todd utilizes UBS' deep knowledge, resources and thought leadership to develop investment plans tailored to nonprofits.
Before joining UBS, Todd was an Executive Director and Senior Banker for six years at J.P. Morgan Private Bank in Boston. There he customized investment, lending, banking and estate planning advice for ultra and high net worth individuals and families. Prior to joining J.P. Morgan Private Bank, he was a Principal at Battery Ventures in Waltham, MA, for almost three years. Todd began his career in Private Wealth Management as an Investment Representative at Lehman Brothers in Boston, where he worked for five years.
Todd received his B.A. in Urban Studies from Brown University and his M.B.A in Finance from Bryant University, where he served on the Board of Trustees. Todd earned his Certified Investment Management Analyst (CIMA®) in 2007 and is an active member of the Investments & Wealth Institute. He and his wife, Trish, live in Lexington, MA and have two daughters.
NMLS ID: 822075
CA, CT, FL, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, RI, SC, TX, VA
Joe joined UBS Boston Private Wealth Management in 2014 from J.P. Morgan Private Bank. Throughout his 12 years with J.P. Morgan, as Executive Director and Senior Investor, Joe advised ultra high net worth individuals, hedge fund and private equity principals, real estate executives, private and public company executives and 501(C) companies. This depth of experience and insight with both private and institutional clients has proven invaluable to his practice at UBS.
Outside of work, Joe is truly dedicated to the Boston community and its young people. He has a long history of involvement with Boys and Girls Clubs of Boston (BGCB), serving as Co-Chair of the Friends Council (2011-2013), the emerging leaders group for BGCB. Joe was also one of the original members and served on the Friends Council Leadership Committee for five years. Today, Joe sits on the board of the BGCB Blue Hill Club in Dorchester and serves as an Overseer for Boys and Girls Clubs of Boston and sits on the local advisory board for the BGCB Blue Hill Club in Dorchester. Joe received his B.A. from Rowan University with a specialization in Finance. He and his wife, Donielle and their young son live in Charlestown, MA.
NMLS ID: 837326
CA, CT, FL, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, PR, RI, SC, TX, VA, VI
Kristen has been working with high net worth families for nearly four years. She joins UBS from her previous position as an analyst at J.P. Morgan Private Bank. Working with both Todd and Joseph, Kristen manages all of the day to day operations and service requests within the team, including client onboarding, trading and portfolio construction. Together, they deliver holistic wealth management that addresses the full spectrum of their clients’ complex wealth goals from multigenerational wealth transfer and business succession to philanthropy.
A graduate of Providence College with a B.S. in Mathematics and Finance, Kristen is a Certified Financial Planner™ certificant and holds her Series 3, 7 and 63 securities licenses. Outside of work, she enjoys traveling, snowboarding and running and all that Boston offers.
AZ, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY