Insight-based advice

Observatory on mountain top

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.

Retired couple

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.

  • Vangel Cotsis Profile Photo

    Vangel Cotsis CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

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    Vangel has 21 years of experience in the financial services industry, and has successfully guided clients through two major recessions and market downturns.  He delivers a level of seasoned experience and an academic approach to asset management.  Utilizing a comprehensive planning process, he constructs and manages long-term strategic portfolios along with short-term tactical allocations within the context of current economic conditions.

    Prior to joining UBS in 2007, Vangel worked with the McDonald Financial Group and Key's Private Banking and Investment Group.  He has a B.A. in economics from the University of Southern Maine (summa cum laude), and has served on the Board of Trustees at Thornton Academy for the last 15 years.  He resides in Saco with his wife and four children.

    CA License Number OH06366

      • University of Southern Maine, B.A. in Economics
      • Chartered Retirement Plans Specialist℠
      • Senior Portfolio Manager
      • Wealth Advisor
      1 City Center
      7th Floor
      Portland, ME 04101
    • James Vicenzi Profile Photo

      James Edward Vicenzi, CFP

      Vice President–Wealth Management

      Financial Advisor

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      Jim leverages his 30 years of financial services experience across a variety of roles to provide individuals and families with comprehensive personal financial planning, wealth management, and lifetime, estate, and charitable planning strategies.

      In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Jim has earned the designations of Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) from the American College. Jim holds a BA in philosophy from Georgetown University, a JD from Vermont Law School and a master’s degree in tax law from the Boston University School of Law. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities registrations and is licensed in the areas of life, health, and variable insurance.

      He is a past president of the Maine Chapter of the Society of Financial Service Professionals and is a member of the Maine Estate Planning Council and the Financial Planning Association (FPA). Jim has been an active member of Rotary as well a longtime race team coach with Maine Handicapped Skiing. Jim lives in Yarmouth and in his spare time enjoys kayaking, skiing and spending time with his wife, Paula, and their two adult children.

      CA License Number 2088769

        • Georgetown University, B.A. in Philosophy
        • Vermont Law School, JD
        • Boston University School of Law, Master's Degree in Tax Law
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Financial Consultant
        • Chartered Life Underwriter®
        1 City Center
        7th Floor
        Portland, ME 04101
      • Adam Ahmady Profile Photo

        N. Adam Ahmady, CFP, AWMA

        Vice President–Wealth Management

        Financial Advisor

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        Adam is a partner on Bayside Wealth Management and serves as both Senior Advanced Planner and Financial Advisor. Adam's focus is on constructing comprehensive financial plans to ensure clients are well-prepared for their financial future and develops long term investment strategies that accomplish the specific goals and objectives of the families and businesses he works with. 

        Prior to holding the position as a Financial Advisor, Adam served as a Wealth Planning Analyst for the Northern New England Market.  He created and presented advanced financial plans that catered to high-net worth families and businesses while servicing the financial advisors throughout New England. 

        Adam holds the distinguished CFP® designation and his FINRA Series 7 and 66 securities licenses. To complement and expand on his life, accident, health, and variable annuity insurance licenses he also has obtained the Accredited Wealth Management AdvisorSM designation. Adam received both his Bachelor of Arts degree in Financial Economics and Masters of Business Administration degree with a concentration in Finance from the University of Maine.

        CA License Number OL94447

          • University of Maine, Bachelor of Arts degree in Financial Economics
          • University of Maine, Masters of Business Administration degree with a concentration in Finance
          • Accredited Wealth Management Advisor℠
          • CERTIFIED FINANCIAL PLANNER™
          1 City Center
          7th Floor
          Portland, ME 04101
        • Debra Macdonald Profile Photo

          Debra Macdonald, FPQP, CRPC

          Wealth Management Associate

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          As our Wealth Management Associate, Debra directs the administrative, operational and account service functions for Bayside Wealth Management. Debra has 24 years of experience in the financial services industry and studied Business and Economics at Ryerson College in Toronto, Canada.  Debra is a Financial Paraplanner Qualified Professional, a Chartered Retirement Planning Counselor, and holds her series 7, 66 and Maine Life, Health and Variable Insurance licenses. Debra resides in Cape Elizabeth and enjoys staying active by biking, hiking, skiing and competing in triathlons.

            • Ryerson College, Business and Economics
            • Chartered Retirement Planning Counselor℠
            • Financial Paraplanner Qualified Professional™
            1 City Center
            7th Floor
            Portland, ME 04101
          • Kimberly-Pelletier

            Kimberly Pelletier

            Client Associate

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                  1 City Center
                  7th Floor
                  Portland, ME 04101

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                As of 06/30/2022

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