Let's move forward. Together.

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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.

  • Gerald

    Gerard M Silberman, CIMA, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • RI
    • SC
    • TN
    • VA
    • VT
    • WI
    • WY

    With over 30 years of industry experience, Jerry provides comprehensive wealth management solutions to his clients and offers advice and guidance on a wide range of investment products and topics. He works closely with his clients and their families to understand their needs and develop financial plans to help them meet their long-term goals.

    Prior to joining UBS, Jerry was at Morgan Stanley for 18 years as a Senior Vice President with the Balter-Silberman Group. He began his career as a financial planner at Prudential Securities.

    Jerry is a CERTIFIED FINANCIAL PLANNER ™ and holds his CIMA® designation from The University of Pennsylvania Wharton School of Business. He holds an undergraduate degree from Rutgers University and a master’s degree from Boston College.

    A native of New Jersey, Jerry currently resides in Arlington Massachusetts with his wife Tina and their two dogs Poppy & Goose. He is an active member of First Parish Unitarian Universalist Church of Arlington and enjoys cycling, hiking and camping in the backcountry, reading old books with good friends, and growing his vinyl record collection.

          One Post Office Square
          34th Floor
          Boston, MA 02109
        • Bruce

          Bruce R Balter

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IL
          • MA
          • MD
          • ME
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OR
          • PA
          • RI
          • SC
          • TN
          • VA
          • VT

                One Post Office Square
                34th Floor
                Boston, MA 02109
              • christine

                Christine Somers

                Authorized Officer

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • GA
                • HI
                • IL
                • KY
                • MA
                • MD
                • ME
                • MI
                • NC
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • VA
                • VT
                • WA
                • WI
                • WY

                Christine has over 30 years’ experience in the investment industry. Prior to joining UBS Christine spent 20 years at Morgan Stanley as a Business Development Director. Prior to that she held various client facing roles at Fidelity Investments Capital Markets in Boston, Bankers Trust in New York, and Wells Fargo in San Francisco. She is a relationship manager who serves as the primary service contact for our largest clients. She is responsible for proving excellent service and enhancing the client experience. She oversees branch systems, educates clients on account services and wealth management resources, and manages client service to completion. She is responsible for all aspects of the client service experience and oversees coordination of all communication, meetings, and new  account onboarding. Christine leads the groups platform solutions, helping to deliver Firm resources and capabilities. She manages special situation projects, marketing, and helps improve the teams’ processes and efficiencies. 

                Christine graduated from Merrimack College with a Bachelor of Science in Business and currently lives in Winchester Massachusetts. In her free time she enjoys yoga, painting, travel and spending time with her daughter Eva, family & friends.  

                      One Post Office Square
                      34th Floor
                      Boston, MA 02109
                    • Elizabeth

                      Elizabeth Sistrand

                      Client Associate

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                        Liz has over 10 years' experience in the investment industry. She is responsible for executing on all service-related matters offering skilled experience and knowledge in many fields. Her responsibilities also include marketing, preparation and delivery of reports and client documents. She aims to deliver the highest quality of service for our clients through her attention to detail, organizational skills, and diligence. Liz is responsible for managing client accounts, supporting the financial advisors on the team, and interfacing with clients daily. Liz assists in overseeing the client service experience to deliver the best of UBS products and services. 

                        Liz is a graduate of Westfield State University with a Bachelor of Science in Elementary Education. In her spare time she enjoys traveling, hiking, being active and spending time with her family and friends.

                              One Post Office Square
                              34th Floor
                              Boston, MA 02109
                            • Brittany O'Loughlin

                              Brittany O'Loughlin, CFP

                              Associate Director

                              Financial Advisor

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                              • AZ
                              • CA
                              • CO
                              • CT
                              • DC
                              • FL
                              • GA
                              • IL
                              • MA
                              • MD
                              • ME
                              • NC
                              • NH
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OR
                              • PA
                              • RI
                              • SC
                              • TN
                              • VA
                              • VT

                              With a passion for client education and understanding clients’ goals and values, Brittany provides comprehensive financial planning and tailored investment management solutions for individuals, families, and business owner clients. Prior to becoming a financial advisor, Brittany was a UBS Administrative Manager in the Greater Boston area and was responsible for hiring, training, developing, and supervising support staff, as well as efficient branch administration. She started her career at UBS as a Client Service Associate supporting a financial advisor team in the Wellesley, MA office.

                              Brittany attended High Point University in High Point, North Carolina where she earned her BA in International Business and a minor in Finance. She is FINRA-registered and holds her Series 7, 9, 10, and 66 licenses. She also holds the CERTIFIED FINANACIAL PLANNER ™ certification.

                              Brittany lives in East Boston, MA and in her spare time enjoys travelling and hiking in the White Mountains of New Hampshire. She’s over halfway through hiking all 48 of the peaks in New Hampshire over 4,000ft and hopes to have summited them all by the end of 2025.

                                  • CERTIFIED FINANCIAL PLANNER™
                                  One Post Office Square
                                  35th floor
                                  Boston, MA 02109

                                Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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                                Defining your priorities. Pursuing what matters.

                                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                Focus on liquidity management

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                                UBS and Credit Suisse—stronger than ever

                                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.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $5+ trillion

                                In invested assets globally 
                                As of 11/07/2023

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

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