Rob joined UBS in 2004, and he offers more than 23 years of wealth management experience. He is a Senior Portfolio Manager, received the CERTIFIED FINANCIAL PLANNER™ designation in January of 2008 and UBS’s Wealth Advisor designation in 2010. Prior to joining UBS, he spent eight years at Morgan Stanley and two years at Prudential Securities.

Rob is a graduate of the Isenberg School of Management at the University of Massachusetts in Amherst with a degree in finance. He resides in Mansfield, MA, with his wife and three children. He is a board member of the University of Massachusetts Club, and is involved in many community activities.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, MO, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA

Jim joined UBS in 2006. Jim focuses on serving the wealth management needs of executives and business owners. Jim is a CERTIFIED FINANCIAL PLANNER™, holds UBS’s distinctive Wealth Advisor designation and has been recognized as one of the firm’s top Advisors as a member of its President’s Council. Prior to joining UBS, he held senior management positions, including leading and managing the buyout of a 25-person Internet marketing company.

Jim graduated from Holy Cross College with a degree in economics and was recognized as an Academic All American in Soccer. Jim earned an M.B.A. from Babson College. He lives in Winchester, MA, with his wife and three sons.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA

Peter joined UBS in 2007 and has been providing clients with wealth management services since 2004, focusing on both financial and retirement planning. In 2016, he was recognized as one of UBS’s Top 35 Financial Advisors Under 35.

He earned a Bachelor of Science degree from the University of Massachusetts and currently resides in Boston, MA. Peter enjoys spending time with his seven nieces and nephews and is active in running a scholarship in his late brother’s name.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, ND, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI

Brendan joined our team in January 2020 as a Wealth Strategy Associate. Brendan works closely with the financial advisors with all aspects of financial planning, investment analysis and implementation. He brings an analytical skill set to the team, leveraging the full resources of the firm and our external partners to provide insightful solutions to meet clients' needs and objectives. His attention to detail, organization and communication help to provide a superior level of service for our clients.

Brendan previously worked at Fidelity Investments where he partnered with advisors to provide comprehensive financial planning. 

Brendan graduated from Babson College with a degree in finance. Brendan is a CERTIFIED FINANCIAL PLANNER^TM . Additionally, he currently holds the Series 7, Series 66 and insurance licenses. Brendan lives in Quincy, MA.

Registered States:
CA, CO, CT, DC, FL, MA, MD, ME, NC, NH, NY, PA, RI, VA, WV

Rachel joined UBS in 2010. Rachel works closely with our clients and their families through all aspects of their financial life. She is responsible for providing superior service to our clients. Rachel has worked in the finance industry for over 12 years with a focus in client service. Prior to working for UBS, Rachel worked for ProFund Advisors and Legg Mason Capital Management.

Rachel earned a Bachelor of Science degree in finance with a concentration in financial planning from Salisbury University in Maryland. She holds the Series 7, 66,  insurance licenses, and Financial Paraplanner Qualified Professional® designation.

Rachel lives in Swampscott, MA with her husband and their dog. In her spare time, Rachel volunteers for the French Bulldog Rescue Network.

Registered States:
CA, CO, CT, DC, FL, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, WV

Kate joined UBS in 2016. Kate works closely with Rachel to provide exceptional client service and operational support to our clients.

Kate graduated from Roanoke College in Virginia with a degree in Business Administration and a minor in Psychology. Kate lives in Boston, MA after moving from her hometown of Rumson, NJ. During her spare time, she enjoys running and traveling. She holds the Series 7 and 66 securities licenses.

Registered States:
CA, CT, DC, FL, MA, ME, NC, NH, NJ, NY, PA, RI, VA, WV