Strength. Support. Opportunity.

Arch

Your priorities may change at different points in your life. As your family grows or your business expands or you choose to slow down. But you never stop having dreams, questions and concerns about making the right decisions regarding your money.

Our team offers the experience to manage your complex financial needs and a commitment to understanding your aspirations wherever you are in life. We are committed to engaging each generation of your family with thoughtful advice and education to meet their goals.

As your dedicated Advisors, we provide the individualized attention of a boutique team backed by the strength and stability of UBS, the largest wealth management firm around the globe. We combine financial planning with investment management and deliver it with the highest standard of personalized service.

No one wants to go backward. We help keep you moving forward with comprehensive wealth management that answers your immediate needs and tracks your long-term goals. It all starts with a deep understanding of you, your family and your values.

- ARCH Group

How our team got its name

The name ARCH is not just some play on the initials of our partners names. While it was clearly a significant factor, when the word Arch is spoken, heard or read, one immediately thinks: strength and support. Other words often associated with an Arch include superior, high-level and outstanding. All are examples of the attributes that the ARCH Group strives for when delivering advice, counsel and service to our valued clients.

  • Ted Almy

    Edward Almy

    Senior Vice President–Wealth Management

    Financial Advisor

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    CA Insurance License # 4028350

    Ted began his career in the financial industry in 2001 with Northwestern Mutual.  In 2002, he joined UBS as a junior advisor to a seasoned advisor ultimately taking over the senior's book of business when he retired in 2008.  

    Ted is a Senior Portfolio Manager.   Ted focuses on portfolio management, concentrated stock management,  trust and estate planning strategies,  multigenerational family wealth management, retirement income and education planning.  Ted is registered and holds Series 7 and 65 securities licenses as well as Life and Health insurance licenses. 

    Ted grew up in Dedham, Massachusetts and has lived in West Simsbury, Connecticut for the last 20 years.  He attended Trinity College in Hartford, Connecticut where he earned a BA in History and was a four year starter on the Men's ice hockey team. Ted worked in sales and marketing early in his career but, it was only a matter of time that he would become a financial advisor considering that his father and both grandfathers were financial advisors/brokers. 

    Ted and his wife, Maura, have been married for 37 years.  They have three grown children and two grandchildren.  

    Away from work, Ted and his wife, spend time at their recently purchased second home outside of Savannah, Georgia.  Ted is a single digit handicap golfer, an A-level paddle tennis player and recreational tennis player; he also enjoys gardening and is an avid reader. 

    Ted is very active in the community.  He is an 18-year Trustee of the Simsbury Land Trust.  He has served as the President of the Hop Brook Tennis Club for the last 7 years and the Treasurer for the Simsbury Cemetery Association since 2018.   Since 2007, he has also been a member of the US Foreign Policy Association.

     

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        One State Street
        Suite 1600
        Hartford, CT 06103
      • Ryan

        Ryan S. Bagley

        Financial Advisor

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        Ryan began his career in the financial services industry in 1996 at PaineWebber in Boston. His background includes positions in investment solutions, regional institutional sales, client services and operations. Ryan received his bachelor's degree from Tufts University and completed his MBA at Babson College's Olin School of Business. A native of Western Massachusetts, Ryan currently resides in South Hadley with his wife Mary and his three daughters. He has been very involved in his local community coaching for various youth sports.

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            One State Street
            Suite 1600
            Hartford, CT 06103
          • Chad

            Chad C. Czerwinski

            Managing Director–Wealth Management

            Financial Advisor

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            CA Insurance License # 0H29075

            Chad provides comprehensive investment advice, portfolio construction and wealth management services to multigenerational families, individuals and small institutions. He prides himself on his ability to listen intently to clients to truly understand them and their goals. Once their objectives are identified and understood, Chad works with the team to create a customized plan with a set of solutions to help meet the client's specific needs. 

            Chad began his financial services career in 2000 as a Financial Advisor at Morgan Stanley, joining UBS in 2006. He has also held managerial positions at UBS, including Manager of the West Hartford office and Regional Development Officer. He earned a master’s in management (MSM) with a concentration in banking and financial management from Boston University. He received his bachelor’s degree from the University of Connecticut. Additionally, Chad completed a customized executive education program spanning topics such as asset allocation, portfolio management, alternative investments and economics at Stanford University’s Graduate School of Business. He holds his Series 7 and 9/10 securities licenses.

            Chad lives in Farmington, CT with his wife, Jennifer, and their three boys where he volunteers his time to a variety of youth athletic programs. He serves on the board of directors of the Hartford Youth Scholars and is a prior board member of the Greater Hartford Arts Council. He is also member of the World Affairs Council of Connecticut.

             

            • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
              The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
            • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.
            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                One State Street
                Suite 1600
                Hartford, CT 06103
              • Tom

                Thomas Edward Humphreys

                Senior Vice President–Wealth Management

                Financial Advisor

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                CA Insurance License # 4028345

                Tom has been with UBS for 12 years and has over 17 years of industry experience.  He specializes in providing comprehensive financial planning and investment management services to individual clients and families.  For the first 9 years of his time at UBS, Tom served as Director and Wealth Management Consultant where he advised financial advisors on retirement income and longevity planning.  He understands that there are no cookie-cutter approaches to retirement planning.  Only through detailed discussions with each client about their unique goals, can a financial Advisor provide appropriate solutions.  Prior to joining UBS, Tom began his career in financial services in 2000 where he was a director of Advanced Planning at the Hartford Financial Services Group.  Lastly, Tom was also a high school math teacher and coach at the Delbarton School in Morristown, NJ. 

                Tom received his Bachelors Degree in Economics from Middlebury College and went on to earn his Masters of Business Administration (MBA) from the F.W. Olin Graduate School of Business at Babson College.  In addition, Tom has earned the Chartered Financial Consultant designation (ChFC) from The American College.  He holds the Series 7, 63 and 66 securities licenses, holds his Life and Health Licenses.  

                Tom is married to his wife, Lisa of 20 years.  They reside in West Simsbury where they raise their two children, Lucy and Tommy.  Tom is active in the Simsbury Youth Hockey Association where he is a coach and member of the Board of Directors.

                 

                • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    One State Street
                    Suite 1600
                    Hartford, CT 06103
                  • Chuck

                    Charles C. "Chuck" Roberts

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    CA Insurance License # 4028348

                    Chuck has developed his 40+ years of financial services experience at our Firm as a Senior Vice President. His commitment to client service, his knowledge of and experience in estate planning strategies and retirement planning provide him with the added ability to help clients navigate the ever-changing financial landscape. He follows in the footsteps of his father, who for 35 years, was also a Financial Advisor at the Firm. Their legacy will continue as Chuck's son, Garrett has also joined the firm as part of the ARCH Group team. Chuck believes his role as Financial Advisor takes commitment and effective communication.

                    Chuck enjoys giving back to his local community by spending time at the local soup kitchen.

                    On his time off, Chuck enjoys spending time on the golf course, out on the boat or spending time with his wife, Donna, his Children and his Grandchildren.

                     

                          One State Street
                          Suite 1600
                          Hartford, CT 06103
                        • Cecilia

                          Cecilia Bettencourt

                          Senior Client Associate

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                          Cecilia has been committed to providing client service since she joined UBS in 1998.  Prior to that she worked at Society for Savings/Bank Boston for 10 years where she held various positions including Assistant to the Director of the Bank's Trust Division, Brokerage Assistant to a team of Financial Advisors, etc.  In 2013, Cecilia joined the team of Sam Acquaviva and Chad Czerwinski at UBS, which was the beginnings of what is now known as the ARCH Group. 

                          In her current role, Cecilia strives to earn clients trust and confidence by providing administrative support on a consistent basis.  She is also responsible for overseeing the team's Client Service Model which is the critical component ensuring all clients receive ongoing personalized portfolio reviews.  Cecilia is series 7 and 66 licensed.

                          Born and raised on Madeira Island in Portugal, Cecilia now resides in West Hartford, CT with her husband Jeff and two children.  She enjoys traveling, gardening, walking and spending time at their family beach house in Jamestown, Rhode Island.

                                One State Street
                                Suite 1600
                                Hartford, CT 06103
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                                Crystal D Leppo

                                Wealth Management Associate

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                                      One State Street
                                      Suite 1600
                                      Hartford, CT 06103
                                    • Garrett Roberts Profile Photo

                                      Garrett Roberts

                                      Wealth Strategy Associate

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                                      Garrett joined our team following in his Father’s footsteps. He started at UBS in 2015 as an intern for the Hartford, CT office.  In 2018, Garrett joined UBS as a Financial Advisor for the Wealth Advice Center in Weehawken New Jersey where he obtained his series 7 and series 66 securities licenses. While at the Wealth Advice Center he worked on the East 1 division team, covering the NY Metropolitan, Northern New Jersey, Pennsylvania, and Long Island markets.

                                       

                                      Garrett graduated from Providence College in 2018 with a BS in Finance where he was a member of the Providence College Urban Action team, cleaning up areas around the Providence community.

                                       

                                      Garrett currently resides in his hometown, Middle Haddam, CT. In his free time, Garrett enjoys staying active, traveling, boating, golfing, spending time with friends, family and dogs Brady & Hadley.

                                            One State Street
                                            Suite 1600
                                            Hartford, CT 06103
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                                            Ivonne Errico

                                            Client Associate

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                                              Ivonne has been our latest addition to the Arch Group.  She joined our team in September 2023.  Prior to joining us, she took seven years out of the workforce to take on the biggest role of her life, motherhood.  Prior to that she worked at BNP Paribas in New York City for over 12 years.  Ivonne graduated from Fordham University with a degree in Business Administration and a concentration in Marketing.  She also attended the Institut Catholique de Paris, where she studied French and was involved in humanitarian efforts in Mexico City, in a program helping the development of under privileged families, Desarollo Integral de Familia. 

                                               

                                              In her new role as Client Service Associate at UBS, Ivonne is ready to get back into continuing to develop her career and grow within the team.  She will work hard in joining with the team’s efforts to strive for excellence in meeting our clients’ needs and goals. Attention to detail is of utmost importance to Ivonne.  She is excited to work with you, gain your trust and build relationships.  Ivonne lives in Avon, CT with her husband Michael and their three children, Isabella, Ethan and Damian.  During her personal time she enjoys spending quality time with her family and traveling.  She loves exploring new places and cultures.

                                                    One State Street
                                                    Suite 1600
                                                    Hartford, CT 06103
                                                  Retired couple of boat

                                                  Planning: A roadmap for financial priorities

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                                                  Investments: Strategies specific to your needs

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                                                  Service: Building long-lasting relationships

                                                  Managing wealth is our craft

                                                  We’re committed to understanding what wealth means for you.

                                                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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