Jamie has gained broad-based experience in the 15+ years he has spent in the financial services industry, particularly in serving the wealth management needs of affluent individuals, their families and their businesses. He has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), which is recognized as the standard of excellence for competent and ethical personal financial planning.

Being a family business and building on what his father started in 1980, he has built a team that strives to treat clients like family and build long-lasting relationships based on trust and personalized advice.  Jamie looks to assist clients with simplifying their financial lives, making better financial and investment decisions, and preserving and growing their wealth over multiple generations. 

Jamie earned a B.A. in economics from Davidson College, where he was a pitcher on the Division I baseball team. He earned a Certificate of Financial Planning from the School of Financial Planning at Merrimack College.  Prior to joining UBS in 2005, Jamie worked for CCBN, a market data provider that was acquired by Thomson Financial.

Jamie also gives back to his community, focusing his efforts on education organizations. He is a member of the Boston Leaders for Education, which works to increase the number of high quality schools across Massachusetts. He is on the board of Old Colony Montessori School in Hingham. Jamie is also involved with Year Up Boston and is the founder of their annual 3-on-3 Basketball Tournament.

Jamie and his wife, Jessica, live in Hingham, MA with their children, Connor, Ryann and Lucy. He enjoys coaching youth sports, playing basketball and skiing with his family.

NMLS# 1233054

Registered States:
AZ, CA, CO, CT, FL, GA, HI, IL, KY, MA, MD, ME, MI, MS, NC, NE, NH, NJ, NV, NY, PA, RI, SC, TX, VA, VT, WA, WI

Matt Bechtel has been a financial advisor with UBS and The McDonald Group since 2007. During his career, Matt has obtained the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, from the School of Financial Planning at Merrimack College, allowing him to provide clients with holistic and comprehensive financial guidance and investment advice. Matt looks after his clients' overall financial well-being and helps organize, plan and manage every aspect of their financial affairs. Matt believes coordination and communication between a client and all of their trusted advisors is imperative.

Recently, Matt has been recognized by Forbes as a 'Top Next-Generation Wealth Advisor' for 2017, 2018 & 2019 and by UBS as a 'Top 35 Advisor Under 35' for 2016, 2017 & 2018.

Matt and his business partner, Jamie McDonald, have known each other for over 25 years. They realize the importance of trust in a relationship and strive to earn the same trust they have with each other with their clients.

Matt and his his wife, Molly, live in Wellesley with their daughter, Caroline, and son, Whit. Matt is very involved in the community, primarily focusing on Team Fox Boston Professionals, a group Matt co-founded in 2013 to help fundraise for the Michael J. Fox Foundation. A graduate of Syracuse University, Matt is a diehard Orange fan.

NMLS# 1844633

Registered States:
AZ, CA, CO, CT, FL, GA, HI, IL, KY, MA, MD, ME, MI, MS, NC, NE, NH, NJ, NV, NY, PA, RI, SC, TX, VA, VT, WA, WI

Christie joined UBS and The McDonald Group in 2015 after starting her career in tax accounting at Ernst & Young®. As the team's Wealth Strategy Associate, Christie assists with all aspects of financial planning, investment analysis and implementation. She brings a unique skill set to the team, leveraging the full resources of the firm to provide insightful solutions to meet clients' needs and objectives.

Christie works with clients to develop personalized strategies which help when making key decisions that go beyond financial planning. She impresses clients with her ability to achieve innovative solutions for any and all issues they need guidance with. Her attention to detail, organization and communication help to provide a superior level of service. With her series 7 and series 66 securities licenses, as well as her Life, Accident & Health Insurance license, Christie is dedicated to providing a seamless and exceptional client experience. 

Christie earned a B.S. in accounting and management & leadership from Boston College. Originally from New York, Christie currently resides in Boston's Back Bay neighborhood, and enjoys travelling with her friends and family. 

Registered States:
AZ, CA, CO, CT, FL, GA, HI, MA, MD, ME, MI, MS, NC, NE, NH, NJ, NY, PA, RI, TX, WA

Haley Tyrrell joined The McDonald Group in 2019 and serves as the team's Client Service Associate. She graduated from The D'Amore-McKim School of Business at Northeastern University in Boston, Massachusetts, earning a Bachelor of Science in Business Administration with a concentration in Finance.

During her time at Northeastern, Haley completed two cooperative education programs, intertwining a full year of work experience into her academic curriculum. She engaged in the marketing operations of Natixis Investment Managers as they underwent a company rebrand, and gained diverse industry knowledge as a Case Team Assistant at L.E.K. Consulting.

As the team's Client Service Associate, Haley's focus lies in simplifying the lives of clients using her resourcefulness and superior problem solving skills. She strives to help clients recognize the full value of UBS's resources, and finds great reward in strengthening relationships.

Haley currently resides in Belmont, Massachusetts. She has a passion for Italian cooking, enjoys spending time with her family in Kennebunkport, Maine in the summer, and has recently devoted herself to learning how to ski. She is currently working towards obtaining her Series 7 securities license.