Strength. Support. Opportunity.

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

His specialties are portfolio management, concentrated stock management, corporate control stock, trust and estate planning strategies, complex life insurance solutions, multigenerational family wealth management, retirement income and education planning. Ted is FINRA-registered and holds his Series 7 and 65 securities licenses, as well as licenses in life and health insurance. 

Ted grew up in Dedham, MA and has lived in West Simsbury, CT for the last 25 years. He attended Trinity College in Hartford, CT, where he earned a B.A. in history. Ted worked in sales and marketing early in his career, but considering that his father and both of his grandfathers were financial advisors/brokers, it was only a matter of time before he too became a financial advisor.

Ted and his wife, Maura, have been married for 43 years. They have three grown married children and five granddaughters. Away from work, Ted and Maura spend time at their second home outside of Savannah, GA. Ted is a low handicap golfer, an A-level paddle tennis player and recreational tennis player. He also enjoys photography, gardening and is an avid reader.

Ted is very active in the community. He was a 22-year trustee of the Simsbury Land Trust. He served as the president of the Hop Brook Tennis Club for the twelve years and became treasurer of the historic Simsbury Cemetery Association in 2018. Since 2007, he has been a member of the US Foreign Policy Association.

• 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.

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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.

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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, 2024
  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, 2023, 2024The 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.

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CA Insurance License # 4028345

Tom has been with UBS for over 17 years and has over 24 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 25 years.  They reside in West Simsbury where they raise their two children, Lucy and Tommy.  

• Forbes Best-in-State Wealth Advisors, 2024The 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.

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Crystal is a Wealth Management Associate, she joined the firm and ARCH Group in October of 2018 and has over 19 years of financial industry experience.

Crystal's experience has given her a robust knowledge of various investment products, trading, and compliance. Crystal's focus is providing quality client service and administrative support to our clients. Developing relationships with clients and being part of their financial journey is of the utmost importance to her. Crystal is a resource for operational questions and issues, drawing upon her knowledge of the financial industry to access the best possible solution for each situation. Her other responsibilities include setting up meetings between clients and advisors, and client events.

Working closely with our advisors, she has served the needs of many clients and strives to help them feel like they are the most important person of all. Crystal works hard on behalf of all our clients and is attuned to listening to and resolving their concerns and needs. Her attention to detail makes her the a great point person for our system administration and new client paperwork.

A lifetime resident of Connecticut, today she calls Colchester her home, along with her husband, Josh and dog Bailey. Crystal is a passionate traveler who enjoys road trips, reading great books, the culinary arts and spending time with friends and family.

Crystal is Series 7/66 licensed.

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Cecilia has over 35 years of Financial Service Industry experience.  Cecilia has committed herself to providing the best possible client service since joining 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 and Brokerage Assistant to a team of Financial Advisors.  In 2013, Cecilia joined the team of Sam Acquaviva and Chad Czerwinski at UBS, which was the beginning of what is now known as the ARCH Group. 

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

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.

Cecilia is series 7 and 66 licensed.

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.

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David is a Wealth Strategy Associate, he joined the firm and the ARCH Group in September of 2024 with over 5 years of financial industry experience.

With our advisors, he will be assisting in client conversations to provide detailed financial planning and investment recommendations.

David received his Bachelor’s Degree in Economics from the University of Connecticut and currently resides in Southington with his wife Carissa, and their Goldendoodle Bentley. When he is not at work, you can find David at the golf course, watching a good movie, or reading a mystery novel.

 David is Series 7/66 licensed.