Doug was selected as one of the founding advisors to UBS's Private Wealth Management office in Boston. He began his wealth management career over 30 years ago with Alex Brown & Sons, which was later acquired by Deutsche Bank. He joined UBS in 2008 where he blends sophisticated wealth management concepts with pragmatic solutions to help clients protect and grow their wealth.

Doug earned his M.B.A. from Babson College and graduated with a B.S. from Bentley University.

Registered States:
AK, AL, CA, CO, CT, FL, ID, IL, MA, MI, NH, NY, PA, SC, TX, VA, VT, WA, WY

Trammel began his career advising institutional  investors—mainly hedge funds, pension funds and mutual funds. Later he worked with newly formed companies in Hong Kong and then in Boston, and learned about the opportunities and challenges entrepreneurs and business owners often face. These professional experiences provided him with deeper insight and a global perspective on risk, portfolio management and business growth and transition. He knew he could use this knowledge to make a difference in the financial lives of individuals and their families. 

Trammel shifted his focus to wealth management and, today as a UBS Private Wealth Advisor, he is doing just that. Working primarily with entrepreneurs and their families, he provides advice on a number of issues they face, including managing the after-tax impact of their business transitions while incorporating other wealth goals such as gifting to family members and philanthropy. Financial planning is the starting point for all of Trammel’s relationships. To him, there’s no better way to understand the goals that matter most to his clients and, ultimately, how they can work together to pursue them.

Experience 

• Trefis, Senior Analyst, Boston 2010-2013
• Apus Investments,  Co-Founder and Portfolio Manager, Hong Kong 2008-2010
• Citigroup, Institutional Equity Sales and Fixed Income Syndicate, New York City 2004-2007

Achievements

• Certified Financial Planner^TM (CFP^®)
• Series 7, 63 and 65 securities licenses
• Life and health insurance licenses
• Mortgage license (MA)
• M.B.A, New York University School of Business
• B.A., economics, University of Chicago

Life

• Trammel and his wife are raising two young boys, which continues to be one of life’s most rewarding experiences.
• He is a board member and Treasurer of XPX New England, a multi-disciplinary association of professional advisors who specialize in exit planning for private businesses.
• He advises Knit Collage, a company started by his wife in 2009 that designs and sells specialty yarn and accessories.
• Trammel volunteers as a mentor to veterans seeking professional development and serves on the leadership committee of UBS's Military Family Support Group.
• He has chaired multiple reunions for his college alma mater, the University of Chicago, and is an avid sports fan of the University of Texas Longhorns.
• Trammel enjoys international travel, spicy foods, spending time outdoors and playing sports.

Registered States:
AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, PA, TN, TX, VA, VT, WA, WV, WY

Katie spent 5 years at State Street in Accounting and Financial Reporting roles. In 2013, she joined UBS and quickly earned her Series 7 and 66 licenses. Katie oversees the execution of the team's client service model. She also manages the operational and administrative functions for the team.

Katie earned a B.S. from Saint Michael's College.

Registered States:
AK, AL, CA, CO, CT, FL, GA, ID, IL, IN, MA, ME, MI, MO, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA, WY