Experience

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.

Bruce has over 60 years of industry experience and has provided steadfast advice through every market cycle and environment for decades. Bruce draws from years of experience and focuses on elevating opportunities to help clients meet their goals and aspirations. His passion is his clients and having a deep understanding of each family’s integral needs. His industry experience, wisdom and knowledge is invaluable to our team. Bruce is an attorney turned financial advisor and started his career in 1960 at Hayden Stone. Prior to joining UBS, Bruce was Managing Director at Morgan Stanley and previously at PaineWebber, Boston.

Bruce is a 1959 graduate of Boston University with a BA in Business Administration and attended Boston College School of Law graduating in 1962. He is a resident of Wellesley Massachusetts and spends winters working and living in Palm Beach Gardens Florida. Bruce is a member of Temple Beth Elohim, Wellesley. He a talented artist with a focus on oil painting and enjoys golf, tennis, and spending quality time with his wife Marcy, his family, 5 grandchildren and his beloved dog Brady.

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 providing excellent service and enhancing the client experience. She leads the teams client education on account services and wealth management resources, driving projects through to completion. She is responsible for all aspects of the client service experience; overseeing coordination of new account onboarding, communication, and outreach for our team. Christine utilizes the firms platform solutions, helping to deliver resources and capabilities to our clients. She manages marketing, special situation projects, 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.  

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.

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.