Experience

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.

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.

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.

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.  

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.

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.

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.

Garrett first joined UBS in May of 2015 as a Wealth Management Intern and has over nine years of industry experience. Following his graduation from Providence College, Garrett became a Financial Advisor based out of UBS’s Home Office in Weehawken, NJ. From there, he obtained his Series 7 and Series 66 securities licenses. Garrett provided investment and financial planning guidance primarily to NYC Metro, Northern New Jersey, Pennsylvania, and Long Island clients.

In January 2021, he joined the ARCH Group in Hartford, CT as a Wealth Strategy Associate. Garrett primarily works alongside the Financial Advisors, assisting with portfolio construction and model maintenance of the team’s discretionary accounts. This includes presenting UBS research, covering topics such as tactical changes in asset allocation, active equities, and utilizing fundamental or technical analysis as applicable. He also provides comprehensive investment advice, portfolio construction, and wealth management services to high net worth individuals and families. Garrett believes every client situation is different, and all discussions start with financial planning. He prides himself on his ability to work closely with his clients in determining various goals and objectives in order to plan for their financial future.

Garrett currently resides with his girlfriend, Danielle, of 3+ years. Outside of work, he enjoys staying active, working out, traveling, boating, golfing. He also enjoys giving back to the community and volunteers at the local soup kitchen and Habitat for Humanity.

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.