Purpose. Passion. Performance.

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Todd Carey, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
Todd is no stranger to strategic planning, execution and dedication to helping others succeed. Prior to entering the wealth management industry, he played professional baseball over eight seasons with the Boston Red Sox, New York Mets and Los Angeles Dodgers. He brings that level of talent and commitment to UBS Boston Private Wealth Management, where he and partner, Joseph McKeever, provide advice and solutions to an exclusive group of affluent families, entrepreneurs and executives.

Additionally, as an Institutional Consultant, Todd utilizes UBS' deep knowledge, resources and thought leadership to develop investment plans tailored to nonprofits.

Before joining UBS, Todd was an Executive Director and Senior Banker for six years at J.P. Morgan Private Bank in Boston. There he customized investment, lending, banking and estate planning advice for ultra and high net worth individuals and families. Prior to joining J.P. Morgan Private Bank, he was a Principal at Battery Ventures in Waltham, MA, for almost three years. Todd began his career in Private Wealth Management as an Investment Representative at Lehman Brothers in Boston, where he worked for five years.

Todd received his B.A. in Urban Studies from Brown University and his M.B.A in Finance from Bryant University. Todd served on the Bryant University Board of Trustees for nine years, including three as Chair of the Investment Committee. Todd earned his Certified Investment Management Analyst (CIMA®) in 2007 and is an active member of the Investments & Wealth Institute. He and his wife, Trish, have two daughters.

NMLS ID: 822075
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Brown University, B.A. Urban Studies
- Bryant University, M.B.A. Finance
- Private Wealth Advisor
- Institutional Consultant, UBS Institutional Consulting Program
- Certified Investment Management Analyst
Lending services

Financial planning

Philanthropy

Estate planning strategies

Custom portfolios

Multi-generational families

Business owners

Family Offices

One Post Office Square
35th Floor
Boston, MA 02109

todd.carey@ubs.com

Todd Carey, CIMA

One Post Office Square,Boston,MA,02109
Joseph McKeever

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Joe joined UBS Boston Private Wealth Management in 2014 from J.P. Morgan Private Bank. Throughout his 12 years with J.P. Morgan, as Executive Director and Senior Investor, Joe advised ultra high net worth individuals, hedge fund and private equity principals, real estate executives, private and public company executives and 501(C) companies. This depth of experience and insight with both private and institutional clients has proven invaluable to his practice at UBS.

Outside of work, Joe is truly dedicated to the Boston community and its young people. He has a long history of involvement with Boys and Girls Clubs of Boston (BGCB), serving as Co-Chair of the Friends Council (2011-2013), the emerging leaders group for BGCB. Joe was also one of the original members and served on the Friends Council Leadership Committee for five years. Today, Joe sits on the board of the BGCB Blue Hill Club in Dorchester and serves as an Overseer for Boys and Girls Clubs of Boston and sits on the local advisory board for the BGCB Blue Hill Club in Dorchester. Joe received his B.A. from Rowan University with a specialization in Finance. He and his wife, Donielle and their young son live in Charlestown, MA.

NMLS ID: 837326
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Rowan University, B.A.
- Private Wealth Advisor
Securities-backed lending

Estate planning strategies

Custom portfolios

Asset allocation

Alternative investments

Multi-generational families

Business owners

Family Offices

One Post Office Square
35th floor
Boston, MA 02109

joseph.mckeever@ubs.com

Joseph McKeever

One Post Office Square,Boston,MA,02109
Thomas Crabtree

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Thomas joined UBS in 2023 as a Senior Wealth Strategy Associate, bringing a strong background in financial analysis, leadership, and client service. In his role, Thomas supports the team's advisors through portfolio analysis, financial planning, and the development of tailored wealth management strategies for clients. Prior to UBS, he worked at Goldman Sachs as a Financial Analyst and participated in the firm’s Veterans Integration Program, gaining experience across financial services after serving as an officer in the U.S. Army. Thomas graduated from West Point with a Bachelor of Science in Law & Legal Studies and Civil Engineering, where he also played on the Army West Point Men’s Lacrosse Team.

Previous Experience

• Financial Analyst, Goldman Sachs
• Veterans Integration Program, Goldman Sachs

FINRA registrations

• Series 7 securities license
• Series 63 securities license
- United States Military Academy at West Point, B.S.
One Post Office Square
35th floor
Boston, MA 02109

thomas.crabtree@ubs.com

Thomas Crabtree

One Post Office Square,Boston,MA,02109
Zachary Forzani

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VI
- WA
Zach began his career at UBS as a Client Associate in 2021 and has since become a Wealth Strategy Associate for the Airgead Advisors team. In his current role, Zach supports the team with client service, portfolio–related needs, and the development of tailored wealth management strategies. Prior to joining UBS, he gained experience in investment management and trading through roles at GW&K Investment Management and Fidelity Investments. Zach graduated from Loyola University Maryland in 2014. He is a CFA Charterholder and a member of the CFA Institute and CFA Society Boston.

Previous Experience

• Internal Wholesaler, GW&K Investment Management
• International Trading Associate, Fidelity

FINRA registrations

• Series 7 securities license
• Series 63 securities license
- Loyola University Maryland, B.A.
- Chartered Financial Analyst
One Post Office Square
35th floor
Boston, MA 02109

zachary.forzani@ubs.com

Zachary Forzani

One Post Office Square,Boston,MA,02109
Nicholas McGovern

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Nick joined UBS Private Wealth Management full-time in 2025 as a Client Associate after completing an internship for the firm earlier that year. In his current role, he supports Airgead Advisors with financial solutions, client relationship management, and day-to-day service needs. Nick graduated Magna Cum Laude from Bentley University with a bachelor’s degree in Finance and played for the Bentley Men’s Lacrosse Team.

Previous Experience

• Private Wealth Management Intern, UBS
• Financial Planning & Analysis Intern, Coca-Cola Beverages Northeast

FINRA registrations

• Series 7 securities license
• Series 66 securities license
- Bentley University, B.A.
One Post Office Square
35th floor
Boston, MA 02109

nicholas.mcgovern@ubs.com

Nicholas McGovern

One Post Office Square,Boston,MA,02109

Todd Carey, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
Todd is no stranger to strategic planning, execution and dedication to helping others succeed. Prior to entering the wealth management industry, he played professional baseball over eight seasons with the Boston Red Sox, New York Mets and Los Angeles Dodgers. He brings that level of talent and commitment to UBS Boston Private Wealth Management, where he and partner, Joseph McKeever, provide advice and solutions to an exclusive group of affluent families, entrepreneurs and executives.

Additionally, as an Institutional Consultant, Todd utilizes UBS' deep knowledge, resources and thought leadership to develop investment plans tailored to nonprofits.

Before joining UBS, Todd was an Executive Director and Senior Banker for six years at J.P. Morgan Private Bank in Boston. There he customized investment, lending, banking and estate planning advice for ultra and high net worth individuals and families. Prior to joining J.P. Morgan Private Bank, he was a Principal at Battery Ventures in Waltham, MA, for almost three years. Todd began his career in Private Wealth Management as an Investment Representative at Lehman Brothers in Boston, where he worked for five years.

Todd received his B.A. in Urban Studies from Brown University and his M.B.A in Finance from Bryant University. Todd served on the Bryant University Board of Trustees for nine years, including three as Chair of the Investment Committee. Todd earned his Certified Investment Management Analyst (CIMA®) in 2007 and is an active member of the Investments & Wealth Institute. He and his wife, Trish, have two daughters.

NMLS ID: 822075
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Brown University, B.A. Urban Studies
- Bryant University, M.B.A. Finance
- Private Wealth Advisor
- Institutional Consultant, UBS Institutional Consulting Program
- Certified Investment Management Analyst
Lending services

Financial planning

Philanthropy

Estate planning strategies

Custom portfolios

Multi-generational families

Business owners

Family Offices

One Post Office Square
35th Floor
Boston, MA 02109

todd.carey@ubs.com

Todd Carey, CIMA

One Post Office Square,Boston,MA,02109
Joseph McKeever

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Joe joined UBS Boston Private Wealth Management in 2014 from J.P. Morgan Private Bank. Throughout his 12 years with J.P. Morgan, as Executive Director and Senior Investor, Joe advised ultra high net worth individuals, hedge fund and private equity principals, real estate executives, private and public company executives and 501(C) companies. This depth of experience and insight with both private and institutional clients has proven invaluable to his practice at UBS.

Outside of work, Joe is truly dedicated to the Boston community and its young people. He has a long history of involvement with Boys and Girls Clubs of Boston (BGCB), serving as Co-Chair of the Friends Council (2011-2013), the emerging leaders group for BGCB. Joe was also one of the original members and served on the Friends Council Leadership Committee for five years. Today, Joe sits on the board of the BGCB Blue Hill Club in Dorchester and serves as an Overseer for Boys and Girls Clubs of Boston and sits on the local advisory board for the BGCB Blue Hill Club in Dorchester. Joe received his B.A. from Rowan University with a specialization in Finance. He and his wife, Donielle and their young son live in Charlestown, MA.

NMLS ID: 837326
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Rowan University, B.A.
- Private Wealth Advisor
Securities-backed lending

Estate planning strategies

Custom portfolios

Asset allocation

Alternative investments

Multi-generational families

Business owners

Family Offices

One Post Office Square
35th floor
Boston, MA 02109

joseph.mckeever@ubs.com

Joseph McKeever

One Post Office Square,Boston,MA,02109
Thomas Crabtree

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Thomas joined UBS in 2023 as a Senior Wealth Strategy Associate, bringing a strong background in financial analysis, leadership, and client service. In his role, Thomas supports the team's advisors through portfolio analysis, financial planning, and the development of tailored wealth management strategies for clients. Prior to UBS, he worked at Goldman Sachs as a Financial Analyst and participated in the firm’s Veterans Integration Program, gaining experience across financial services after serving as an officer in the U.S. Army. Thomas graduated from West Point with a Bachelor of Science in Law & Legal Studies and Civil Engineering, where he also played on the Army West Point Men’s Lacrosse Team.

Previous Experience

• Financial Analyst, Goldman Sachs
• Veterans Integration Program, Goldman Sachs

FINRA registrations

• Series 7 securities license
• Series 63 securities license
- United States Military Academy at West Point, B.S.
One Post Office Square
35th floor
Boston, MA 02109

thomas.crabtree@ubs.com

Thomas Crabtree

One Post Office Square,Boston,MA,02109
Zachary Forzani

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VI
- WA
Zach began his career at UBS as a Client Associate in 2021 and has since become a Wealth Strategy Associate for the Airgead Advisors team. In his current role, Zach supports the team with client service, portfolio–related needs, and the development of tailored wealth management strategies. Prior to joining UBS, he gained experience in investment management and trading through roles at GW&K Investment Management and Fidelity Investments. Zach graduated from Loyola University Maryland in 2014. He is a CFA Charterholder and a member of the CFA Institute and CFA Society Boston.

Previous Experience

• Internal Wholesaler, GW&K Investment Management
• International Trading Associate, Fidelity

FINRA registrations

• Series 7 securities license
• Series 63 securities license
- Loyola University Maryland, B.A.
- Chartered Financial Analyst
One Post Office Square
35th floor
Boston, MA 02109

zachary.forzani@ubs.com

Zachary Forzani

One Post Office Square,Boston,MA,02109
Nicholas McGovern

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Nick joined UBS Private Wealth Management full-time in 2025 as a Client Associate after completing an internship for the firm earlier that year. In his current role, he supports Airgead Advisors with financial solutions, client relationship management, and day-to-day service needs. Nick graduated Magna Cum Laude from Bentley University with a bachelor’s degree in Finance and played for the Bentley Men’s Lacrosse Team.

Previous Experience

• Private Wealth Management Intern, UBS
• Financial Planning & Analysis Intern, Coca-Cola Beverages Northeast

FINRA registrations

• Series 7 securities license
• Series 66 securities license
- Bentley University, B.A.
One Post Office Square
35th floor
Boston, MA 02109

nicholas.mcgovern@ubs.com

Nicholas McGovern

One Post Office Square,Boston,MA,02109

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Wealth transfer across generations

Advice for business owners & entrepreneurs

A leading global wealth manager

Business transition & succession planning

A plan to simplify your financial life

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

Purpose. Passion. Performance.

Request your report

Thank you! Your request has been submitted.

Pursuing your goals together

Todd Carey, CIMA

Joseph McKeever

Thomas Crabtree

Zachary Forzani

Nicholas McGovern