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.
Matt joined UBS in 2014 after 10 years at Barclays Wealth/Lehman Brothers and prior tenure at BNY Mellon. He earned a B.S. from the University of MA, Amherst where he graduated Magna Cum Laude from the Honors College. Matt holds Series 7 and 63 securities licenses.
Matt's emphasis is on asset allocation and total portfolio management with a focus on pre-transaction planning. Matt also works to build investment plans that incorporate the needs and objectives of multiple generations of the family.
He is the President and Chair of the board of directors of the Providence Children's Museum and he is a founding member of the University of Massachusetts Amherst Foundation where he currently serves as the Chair on the Committee on Directors. Matt also serves on the Commonwealth Honors College Advisory Board. He lives in Wrentham, MA with his wife and three children.
AZ, CA, CO, CT, DE, FL, GA, IL, MA, ME, MN, MO, NH, NJ, NY, OH, PA, RI, SC, VA, VT, WA
Ryan joined the Private Wealth Management group at UBS in 2014 after 7 years at Barclays Wealth and Lehman Brothers. Ryan has over 15 years of financial services experience and he received his M.B.A from the Tuck School of Business at Dartmouth College and his B.A. in Math-Economics from Wesleyan University. Ryan works exclusively with successful individual and families with the goal of helping them build and preserve wealth. Ryan's emphasis is on advising clients on portfolio strategy using a goals-based portfolio management approach and he manages all operational functions for the team.
Ryan lives in Roslindale, MA with his wife and two children, enjoys practicing yoga and serves on the Board of Overseers of the Boston Children’s Museum.
AZ, CA, CO, CT, DE, FL, GA, IL, MA, ME, MN, MO, NH, NY, OH, PA, RI, SC, VA, VT, WA
Ryan joined UBS in 2018 after 5 years as an Equity Analyst at Boston Private Wealth. He holds Series 7 and 66 securities licenses.
Ryan works with successful families across multiple generations to create sound financial planning solutions. He leverages his investment background to help clients achieve their goals by building and executing a portfolio strategy and asset allocation.
Ryan serves on the Executive Committee of the Annual Nobles Fund and the Young Professionals Council of Boston Children's Museum. He graduated from Bucknell University with a B.S. in Business Administration and lives in the Back Bay neighborhood of Boston, MA.
Kelly has worked in the financial industry since 2000. She joined UBS in 2014 after 14 years with Barclays Wealth and Lehman Brothers. She holds Series 7, 66 and 3 licenses. She focuses on client service and account administration.
Kelly attended the University of MA, Amherst and lives in Mansfield, MA with her husband and two children.
AZ, CA, CO, CT, DE, FL, IL, MA, ME, MN, MO, NH, NJ, NY, OH, RI, SC, VA, VT, WA
Joel joined UBS in 2014 after 15 years with Barclays Wealth and Lehman Brothers. He received his M.B.A. from Northeastern University and his B.B.A. in Information systems from Baruch College. His focus is on operations and client service.
Joel lives in Norton, MA with his wife and daughter.
AZ, CA, CO, CT, DE, FL, GA, ID, IL, MA, ME, MN, MO, NH, NJ, NY, OH, RI, SC, TX, VA, VT, WA