John M. Bankhead, CRPC®
Managing Director - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Senior Portfolio Manager
Corporate Stock Benefit Consultant
John founded the practice over 20 years ago. At the time he noted a significant demand for senior level executive education in the field of employee benefits and non-cash compensation. Serving as a family CFO, John regularly collaborates with client's tax and legal advisors to ensure that liquidity events are managed effectively and in line with their long term plan. Along with managing concentrated equity positions John has expertise in advising privately held businesses and private equity portfolio companies.
John's practice has an emphasis on capital preservation and responsible cash flow management. He works closely with corporate executives and entrepreneurs to provide tax-efficient investment and legacy planning strategies. He takes the time to listen to each family's goals and objectives. John views the client relationship as an ongoing collaboration to build and preserve portfolios while taking measured investment risk.
John lives in Hingham with his wife, Michelle, and sons Jack and Alex. He enjoys coaching lacrosse, playing golf and fishing. He is involved with the "Homes for Our Troops" charitable organization, building homes for disabled U.S. Veterans.
John holds a B.S. in Finance from Bentley University along with the Chartered Retirement Planning Counselor (CRPC®) designation. He is a member of the UBS Chairman's Council. John is Series 7, 66 and insurance licensed.
AL, AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Jeffrey A. Goodstein
Senior Vice President - Wealth Management
Senior Portfolio Manager
Corporate Stock Benefit Consultant
Certified Exit Planning Advisor (CEPA®)
Jeffrey advises executives and entrepreneurs as they build and preserve wealth. He brings over a decade of expertise serving as a fiduciary advocate for clients and their families. Leveraging the UBS Advanced Planning group Jeffrey and his team collaborate with clients' tax/legal advisors to ensure a tax efficient cash flow and legacy plan is maintained for the long term.
He uses a proactive approach educating C suite executive teams to effectively manage concentrated equity positions via SEC Rule 144/145 sales and SEC Rule 10b5-1 plan administration. As a Certified Exit Planning Advisor Jeffrey advises privately held corporations in transition to optimize value as they prepare for a sale or intergenerational transfer.
Together with his Boston based team and the global investment capabilities of UBS, Jeffrey seeks to provide his clients with best-in-class service and tactful investment strategies.
Jeffrey lives in Boston with his wife and daughter. He enjoys spending time with his family along with travel, skiing, food/wine and global politics. Jeff is actively involved with local charities including the Cam Neely House at Tufts Medical Center and Year Up. He also serves as a mentor to US Veterans transitioning to the private sector through American Corporate Partners.
He holds a B.S. in public administration and economics from Suffolk University along with Series 7, 66 and insurance licenses. Jeffrey is also Certified Exit Planning Advisor (CEPA).
AL, AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Brian J. Gormley, CFA, CFP®
As a UBS Senior Wealth Strategy Associate, Brian serves the team in the role of investment analyst. Brian is a CFA charterholder, CFP® professional, and Certified Exit Planning Advisor (CEPA).
In partnership with the UBS SEC Rule 10B5-1 group, Brian works with corporate insiders to draft and implement plans to manage concentrated equity positions while maintaining safe harbor.
Brian coordinates with the UBS research hubs in New York and London to monitor global trends in equity and fixed income markets. His responsibilities include formulating strategies to effectively manage client portfolio risk and discover new investment opportunities. Brian maintains daily contact with internal and external portfolio management teams to review changes in underlying security holdings.
Brian holds both a B.S. in Economics & Finance and a master's degree in Finance from Bentley University. Brian is Series 7 and Series 66 licensed. He is originally from Buffalo, NY, and now resides in Boston. In his spare time he enjoys hockey, golf and following Buffalo professional sports teams.
AZ, CT, FL, MA, ME, NC, NH, NJ, NY, PA, RI, SC, VT
Jamie Adelaide Giancola
As a UBS Client Service Associate Jamie works closely with clients and their families through all aspects of their financial life. She effectively manages the team's client service matrix and financial planning schedule.
In her role Jamie manages daily operations for the client base. She efficiently coordinates retirement income distributions and builds long lasting relationships with clients and their families. Jamie takes time to work with new clients during the account transfer process. She provides a comprehensive overview of UBS online services navigation along with our suite of banking/lending capabilities. She takes pride in client satisfaction and the Bankhead Group's top tier client retention ratio.
Jamie earned a B.S. in Finance from Bentley University and lives in South Boston. Originally from Cape Cod, she enjoys boating and going to the beach. She also enjoys reading, running, traveling, and spending time with friends and family.
Trevor Ryan Davis
Trevor joined The Bankhead Group in 2019 and serves as a Wealth Strategy Associate. He is often called upon by clients to coordinate with estate planning attorneys and tax advisors to help facilitate tax reporting and trust management. Trevor monitors the financial planning aspect of the business so that each client's integrated cash flow and legacy plan remains current.
He assists the team with risk management and asset allocation reviews to ensure that client portfolios stay in line with long-term goals. Additionally, Trevor coordinates with the UBS Office of Public Policy to stay current on any legislative changes that may affect our client base.
Trevor earned a B.S. in Economics with a concentration in Finance from Tufts University, where he was a member of the Varsity hockey team. He currently resides in South Boston. In his spare time he enjoys playing hockey, waterskiing, and spending time with family and friends. Trevor holds both the Series 7 and Series 66 securities licenses.
AZ, CT, FL, MA, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT