An understanding of client concerns and expectations, and his ability to find innovative solutions to complex situations are the hallmarks of George’s approach to wealth management. He focuses on delivering solutions from the top down for high net worth individuals, families and business professionals, helping them to articulate their needs and clarify their investment goals. These insights form the comprehensive financial plans he and his team design for the group’s select number of clients.

The experience to guide you forward
A true mentor and collaborator, George serves as a voice to his peer Advisors as he was elected to serve on the UBS FA Advisory Council (FAAC) with 13 other Advisors across the United States, Together, they address topics that will continue to shape wealth management at UBS. Collectively, they work to strengthen the relationship between field and home office, and are committed to the firm’s long-term strategic vision of becoming the most client-focused and advisor-centric wealth management firm in the Americas. In 2015, George was appointed to co-chair this council.

George entered the financial services industry with Kidder Peabody in 1983. He has stayed with the firm for over three decades during its transition to Paine Webber in 1994 and then to UBS in 2002.

Professional achievements and education

• Member, UBS President’s Council, 2015 – 2017, distinguishing him as one of the firm’s leading Financial Advisors.
• B.A., business administration, Saint Michael’s College, VT

Outside of UBS
George is a native of Longmeadow, MA, where he currently resides with wife; together, they have three adult children. George serves on the Board of Directors of Bay Path University and The Phoenix Charter Academy and was a co-founder of LEEF (Longmeadow Educational Excellence Foundation). In his free time, he enjoys spending time in Vermont with his family.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Jim takes a detail-oriented approach to tackling the financial challenges and demanding situations faced by affluent families and business owners. With a focus on financial planning and investment management, Jim utilizes traditional and alternative investments in delivering his holistic wealth planning methodology to clients. Modern portfolio theory, tax efficiency and goals-based wealth management are cornerstones of his approach to investing money and planning for his clients’ financial futures.

The experience to guide you forward
Jim started his career in the small business world after college graduation in 1992. He transitioned into the financial services industry in 2000 with Prudential Securities, where he applied his knowledge and understanding of the needs and objectives of business owners to those of private individuals and families. He joined UBS in 2002.

Professional achievements and education

• Member of the UBS Directors’ Council, 2015 – 2019, distinguishing him as one of the firm’s leading Financial Advisors
• B.A., Psychology, College of the Holy Cross

Outside of UBS
A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is particularly passionate about helping children and adults with developmental disabilities. Jim has coached youth sports in Longmeadow for several years and is an active volunteer for various non-profit organizations. He serves on the Board of Directors at Pathlight (formerly The Association for Community Living) and at Valley Eye Radio in Springfield, MA. He lives in Longmeadow, MA, with his wife and their three children. He enjoys playing golf and spending time with his family.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Tony has over 24 years of experience in the financial services industry, all with UBS. He has earned extensive professional recognition for his achievements over the years. He attributes much of his success by offering his clients a combination of trust, experience and a comprehensive understanding of their needs. Throughout his career, Tony’s comprehensive and objective advice has helped individuals, families and businesses achieve their financial goals.

The experience to guide you forward
In addition to being one of a select group of UBS Wealth Advisors, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional. Tony is a Senior Portfolio Manager within the firm’s Portfolio Management Program. He is also a Senior Retirement Plan Consultant within the UBS Retirement Plan Consulting Services group. He provides consulting services to retirement plan clients while acting as a 3(21) fiduciary.

Professional achievements and education

• Member of the UBS Directors’ Council, 2015 – 2020, distinguishing him as one of the firm’s leading Financial Advisors.
• In 2013, Tony was named to UBS's exclusive Top 35 Under 35 Program. The firm has annually recognized UBS's rising stars—our 35 Advisors under 35—across Wealth Management Americas. Those who make the list are evaluated based on production, age, and assessments from Field Leadership, Human Resources, and Compliance. 
• In 2016, he was elected to serve on the UBS Technology Advisory Council.
• B.S., business management, American International College

Outside of UBS
Tony is a native of South Hadley, MA, where he currently resides with his wife and their two children. He enjoys playing golf, skiing and spending time with his family. Tony actively volunteers for the Greater Springfield Habitat for Humanity and serves on the investment committee for the Springfield Technical Community College Foundation (STCC).

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

The experience to guide you forward
A CERTIFIED FINANCIAL PLANNER™, Pete specializes in planning and asset allocation for individuals and families, helping them to find creative solutions for their financial goals as they prepare for retirement. With an emphasis on building long-term personal relationships with clients, he brings a fresh perspective and passion to simplifying their lives and clarifying their needs and objectives.

Professional achievements and education

• B.S., business administration with a concentration in financial planning, Winthrop University, SC

Outside of UBS
Pete resides in Springfield, MA, and actively participates on the Springfield Conservation Commission, the Springfield School Volunteer’s Read Aloud Program and the East Longmeadow High School Athletic Hall of Fame Committee. Pete was an NCAA Division One college golfer and still plays regularly in his free time. He also avidly follows Boston’s major sports teams and enjoys spending time with family as well as traveling to new places.

NMLS # 1630825

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

The experience to guide you forward
 Brennan is dedicated to serving clients as their lives evolve - from years of accumulating wealth to a time spent enjoying the lifestyles and legacies they envision.  Employing a goals-based approach to managing clients' wealth, Brennan uses his industry training to build real-world financial strategies around the situations and aspirations of clients and their families.  Brennan holds the CERTIFIED FINANCIAL PLANNER^TM Certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  He launched his financial services career in 2007 and joined UBS in 2017.  Prior to joining UBS Brennan worked for BNY Mellon and Merrill Lynch Wealth Management. 

Professional achievements and education

• Certificate in Financial Planning, Boston University
• B.A., history, College of the Holy Cross

Outside of UBS
 A native of Western, MA, Brennan actively serves his community - supporting local nonprofit organizations including the Alzheimer's Association, for which he is a board member and chair of the planning committee for the Berkshire County Walk to End Alzheimer's.  Brennan is an active participant in the Rotary Club of Springfield where he serves as a board member.  He resides in Longmeadow, MA with his wife and daughter.  In addition to family time, Brennan can be found on the golf course, the ski slopes, or working in his yard.

NMLS # 1275389

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

The experience to guide you forward
Lorena’s primary focus for the team is to provide high-quality client service and administrative support. With more than 25 years of experience in the financial services industry with the same firm, her knowledge of UBS’s capabilities and products allows her to quickly address client concerns and identify the right solutions for their financial needs.

Professional achievements and education

• Series 7 and 63 securities licenses
• B.S.B.A., accounting, Western New England University

Outside of UBS
Lorena grew up in Springfield, MA, and now lives in Westfield with her husband and their son. She is actively involved in her son’s school and is a supporter of Westfield Little League, Westfield Babe Ruth and the Westfield Food Pantry. She enjoys traveling and sightseeing with her family.

Registered States:
CT, FL, MA, NY

The experience to guide you forward
Raissa joined the team in 2014 after previously working at competing firms in the financial services industry. Enthusiastic and detail-oriented, Raissa strives to continuously improve upon the high-quality service the Keady Foard Montemagni Wealth Management Group is known for.

Professional achievements and education

• Series 7 and 66 securities licenses
• B.S., University of Connecticut

Outside of UBS
Raissa is the daughter of a military family and has lived in various parts of the country before settling down in the Hartford area. As a former collegiate rower, Raissa enjoys spending time on the water during the warmer New England months. She is actively involved with the local chapter of Habitat for Humanity and Friends of the Homeless, giving back annually during the firm’s Season of Service campaign.

Registered States:
CT, FL, MA

The experience to guide you forward
Evelyn joined the team in 2017 as a Client Service Associate, working closely with Lorena DuBois and Raissa Levsky in our efforts to provide you with personalized service. Evelyn started her career at UBS in 2012 as an intern for our team while she was earning her Bachelor's Degree in Business Administration from Bay Path University in Longmeadow, MA. Upon graduation in 2013, Evelyn took on the role of Branch Service Associate for the entire UBS office in Springfield. She quickly progressed to Client Service Associate later in 2013.

Professional achievements and education

• B.S., business administration, Bay Path University

Outside of UBS
Evelyn was born, raised, and resides in Springfield, MA, and she enjoys traveling and spending time with family.