Now is the time to plan your future

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

Since joining UBS Boston Private Wealth Management in 2014, Joe has built a business defined by both institutional excellence and deeply personal relationships.  With a passion for helping clients navigate complexity with confidence, he advises ultra-high-net-worth families, corporate executives, hedge fund and private equity principals, and real estate entrepreneurs.  The diverse perspectives gained through these relationships continue to inform the thoughtful, strategic counsel he provides today.

Before joining UBS, Joe spent 12 years at J.P. Morgan Private Bank, where he served as an Executive Director and Senior Investor, helping clients steward significant wealth through changing markets and evolving life goals.

Joe earned a Bachelor of Arts in Finance from Rowan University in New Jersey. He lives in Wayland, Massachusetts, with his wife, Donielle, and their son, where family remains at the center of the values that guide both his life and his work.

NMLS ID: 837326

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

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

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