Managing Director–Wealth Management
Stuart has focused his career on helping high net worth families achieve their goals. His expertise in comprehensive financial and estate planning as well as his extensive experience building customized investment solutions provides clients with a holistic approach to their unique circumstances. Stuart is a founding member of the team since he joined in 1991.
In addition to delivering the breadth of resources of UBS, Stuart takes a collaborative approach with attorneys and tax advisors to provide the team's clients and their families with comprehensive solutions to their multigenerational estate planning needs.
Throughout his career, Stuart has worked with business owners and entrepreneurs to assist them strategically with liquidity events and pre-sale planning. Stuart founded and continues to lead the Boston Exit Planning Consortium, a group of like-minded professionals to help business owners and the professionals that serve them.
Stuart’s sister, who was diagnosed with Early Onset Alzheimer’s in 2010 and passed in 2018, inspired an unexpected calling for him. Since 2017, Stuart has been a dedicated and impactful advocate for the mission of the Alzheimer’s Association. He founded The Washburn Challenge, one of the most successful fundraisers in the country for The Alzheimer’s Association’s Longest Day. He has served on the Board of the Alzheimer’s Association Massachusetts/New Hampshire chapter since 2018.
In 2024, he received the UBS Boston Sharon Mastrangelo Community Service Award in recognition of his outstanding service to the community.
He has three adult children and lives in Needham and Falmouth MA with his wife and their two dogs. Stuart's greatest joy comes from spending quality time with his family and friends on Cape Cod.
Accomplishments:
Education:
Personal & Community:
Recognition:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Stuart has focused his career on helping high net worth families achieve their goals. His expertise in comprehensive financial and estate planning as well as his extensive experience building customized investment solutions provides clients with a holistic approach to their unique circumstances. Stuart is a founding member of the team since he joined in 1991.
In addition to delivering the breadth of resources of UBS, Stuart takes a collaborative approach with attorneys and tax advisors to provide the team's clients and their families with comprehensive solutions to their multigenerational estate planning needs.
Throughout his career, Stuart has worked with business owners and entrepreneurs to assist them strategically with liquidity events and pre-sale planning. Stuart founded and continues to lead the Boston Exit Planning Consortium, a group of like-minded professionals to help business owners and the professionals that serve them.
Stuart’s sister, who was diagnosed with Early Onset Alzheimer’s in 2010 and passed in 2018, inspired an unexpected calling for him. Since 2017, Stuart has been a dedicated and impactful advocate for the mission of the Alzheimer’s Association. He founded The Washburn Challenge, one of the most successful fundraisers in the country for The Alzheimer’s Association’s Longest Day. He has served on the Board of the Alzheimer’s Association Massachusetts/New Hampshire chapter since 2018.
In 2024, he received the UBS Boston Sharon Mastrangelo Community Service Award in recognition of his outstanding service to the community.
He has three adult children and lives in Needham and Falmouth MA with his wife and their two dogs. Stuart's greatest joy comes from spending quality time with his family and friends on Cape Cod.
Accomplishments:
Education:
Personal & Community:
Recognition:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Camille is a seasoned investment professional. She has spent her career refining her skills to better serve the total wealth management needs of successful individuals and their families.
Camille is passionate about helping clients position themselves for a stronger financial future. She loves working with families to build multigenerational wealth and especially enjoys working with women in transition to support their financial literacy and confidence. Camille is a founding member of the team.
In 2017, Camille was selected to serve on the elite Financial Advisor Advisory Council as a representative voice for over 6000 FAs and worked with UBS senior management to support client centric processes, planning, investments and solutions.
Camille is actively involved in her community by serving in leadership positions for a number of philanthropic groups in Boston. She Co-Chaired the Women Fighting Hunger initiative for the Greater Boston Food Bank and supported dramatic growth in this fundraising effort. She currently serves on the Board of Advisors at the Greater Boston Food Bank which is the largest Hunger Relief organization in New England. Previously, Camille served in a variety of roles to support the Justine Lee Miff Fund, a major endowment to restore and maintain the 1,100 acres of public land in the Emerald Necklace Park system.
Camille resides in Charlestown and enjoys reading and traveling with her two daughters.
Accomplishments:
Education:
Personal & Community:
Recognition:
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Managing Director–Wealth Management
Camille is a seasoned investment professional. She has spent her career refining her skills to better serve the total wealth management needs of successful individuals and their families.
Camille is passionate about helping clients position themselves for a stronger financial future. She loves working with families to build multigenerational wealth and especially enjoys working with women in transition to support their financial literacy and confidence. Camille is a founding member of the team.
In 2017, Camille was selected to serve on the elite Financial Advisor Advisory Council as a representative voice for over 6000 FAs and worked with UBS senior management to support client centric processes, planning, investments and solutions.
Camille is actively involved in her community by serving in leadership positions for a number of philanthropic groups in Boston. She Co-Chaired the Women Fighting Hunger initiative for the Greater Boston Food Bank and supported dramatic growth in this fundraising effort. She currently serves on the Board of Advisors at the Greater Boston Food Bank which is the largest Hunger Relief organization in New England. Previously, Camille served in a variety of roles to support the Justine Lee Miff Fund, a major endowment to restore and maintain the 1,100 acres of public land in the Emerald Necklace Park system.
Camille resides in Charlestown and enjoys reading and traveling with her two daughters.
Accomplishments:
Education:
Personal & Community:
Recognition:
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Joe is a CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor (CRPC), who leverages his background in retirement planning to build sophisticated financial strategies to help clients fulfill their cash-flow needs and long term goals. He also plays an important role in the team's investment management process, and ensuring our clients have adequate insurance coverage and banking solutions for their family. Joe also works with the team's business owner clients to provide transition planning advice as a liaison to UBS Investment Bank and affiliate boutique partners. He joined the team in 2011 with 6 years of prior experience in wealth management.
Joe is a graduate of Stonehill College with a Bachelor of Arts in Economics including studies abroad at Griffith University in Queensland, Australia. He is committed to community service, volunteering for various organizations in the Boston area. He serves on the Board of Advisors for Community Servings and has been an active participant in the annual Pie in the Sky fundraiser which provides medically tailored meals to their critically ill families. Additionally, Joe serves on the advisory board of the Meehan School of Business at Stonehill College which helps shape the vision for the business program.
Joe resides in Andover with his wife and two children and is very involved in coaching youth sports in the community.
Accomplishments:
Education:
Personal & Community:
Recognition:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Joe is a CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor (CRPC), who leverages his background in retirement planning to build sophisticated financial strategies to help clients fulfill their cash-flow needs and long term goals. He also plays an important role in the team's investment management process, and ensuring our clients have adequate insurance coverage and banking solutions for their family. Joe also works with the team's business owner clients to provide transition planning advice as a liaison to UBS Investment Bank and affiliate boutique partners. He joined the team in 2011 with 6 years of prior experience in wealth management.
Joe is a graduate of Stonehill College with a Bachelor of Arts in Economics including studies abroad at Griffith University in Queensland, Australia. He is committed to community service, volunteering for various organizations in the Boston area. He serves on the Board of Advisors for Community Servings and has been an active participant in the annual Pie in the Sky fundraiser which provides medically tailored meals to their critically ill families. Additionally, Joe serves on the advisory board of the Meehan School of Business at Stonehill College which helps shape the vision for the business program.
Joe resides in Andover with his wife and two children and is very involved in coaching youth sports in the community.
Accomplishments:
Education:
Personal & Community:
Recognition:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Nick specializes in comprehensive wealth planning for the team. As a CERTIFIED FINANCIAL PLANNER, he helps gather information to create, present and monitor financial plans for our mutigenerational families with a focus on tax efficiency, investment alignment, estate planning and intergenerational wealth transfer. Working closely with the advisors, he plays a key role in the design, implementation and ongoing oversight of the customized investment portfolios for each client. Nick is dedicated to building lasting relationships and delivering exceptional service to clients and their families across generations.
Nick is a graduate of Flagler College with a Bachelor of Arts in Finance. Nick resides in Connecticut with his wife, Chelsea, where he enjoys an active lifestyle that includes spending time outdoors and being with friends and family.
Accomplishments:
Credentials
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Nick specializes in comprehensive wealth planning for the team. As a CERTIFIED FINANCIAL PLANNER, he helps gather information to create, present and monitor financial plans for our mutigenerational families with a focus on tax efficiency, investment alignment, estate planning and intergenerational wealth transfer. Working closely with the advisors, he plays a key role in the design, implementation and ongoing oversight of the customized investment portfolios for each client. Nick is dedicated to building lasting relationships and delivering exceptional service to clients and their families across generations.
Nick is a graduate of Flagler College with a Bachelor of Arts in Finance. Nick resides in Connecticut with his wife, Chelsea, where he enjoys an active lifestyle that includes spending time outdoors and being with friends and family.
Accomplishments:
Credentials
Team Administrator
Liz joined the team in 2024, with over 11 years of industry experience. In her role as Team Administrator, Liz leads the team’s efforts to provide operational excellence and service to our clients. She uses her expertise in operations and technology to drive team communication and collaboration. She strives to provide proactive, accurate and efficient client service.
Liz received her Bachelor of Science in Operations Management from the University of Massachusetts at Dartmouth and her MBA from Clark University. She also currently holds the Chartered Retirement Planning Counselor (CRPC) designation.
Liz is currently a co-chair of the Branch Advisory Council, ensuring that our branch and culture are enjoyable for clients and employees. Liz is a recipient of the Rhonda Barth Service Excellence Award given for outstanding efforts in her role while continuously exhibiting the UBS Principals and Behaviors.
Liz is actively involved in her community. She serves as a member of the Acton Boxborough Regional School District School Committee and enjoys volunteering and participating in celebrations in Acton and Boxborough as often as possible.
Liz lives Boxborough with her husband, two grade-school age sons and four rescue dogs.
Accomplishments:
Personal & Community:
Team Administrator
Liz joined the team in 2024, with over 11 years of industry experience. In her role as Team Administrator, Liz leads the team’s efforts to provide operational excellence and service to our clients. She uses her expertise in operations and technology to drive team communication and collaboration. She strives to provide proactive, accurate and efficient client service.
Liz received her Bachelor of Science in Operations Management from the University of Massachusetts at Dartmouth and her MBA from Clark University. She also currently holds the Chartered Retirement Planning Counselor (CRPC) designation.
Liz is currently a co-chair of the Branch Advisory Council, ensuring that our branch and culture are enjoyable for clients and employees. Liz is a recipient of the Rhonda Barth Service Excellence Award given for outstanding efforts in her role while continuously exhibiting the UBS Principals and Behaviors.
Liz is actively involved in her community. She serves as a member of the Acton Boxborough Regional School District School Committee and enjoys volunteering and participating in celebrations in Acton and Boxborough as often as possible.
Liz lives Boxborough with her husband, two grade-school age sons and four rescue dogs.
Accomplishments:
Personal & Community:
Client Associate
Stephanie joined the team in 2023 as a Client Service Associate. She supports the service-related needs of clients and their families as well as marketing and event planning for the team. She is the primary contact for operational needs including banking, gifting, credit card and online support. Stephanie supports the team’s philanthropic goals by planning events and volunteer opportunities in the community.
Prior to joining the team, Stephanie graduated from the University of Massachusetts, Amherst with a B.S. degree in Resource Economics.
Stephanie lives in Boston and enjoys playing an active role in the community and coaching for the Massachusetts Youth Lacrosse league. Stephanie also completed the Boston marathon in 2024 and the Chicago marathon in 2025.
Education:
Personal & Community:
Education
Client Associate
Stephanie joined the team in 2023 as a Client Service Associate. She supports the service-related needs of clients and their families as well as marketing and event planning for the team. She is the primary contact for operational needs including banking, gifting, credit card and online support. Stephanie supports the team’s philanthropic goals by planning events and volunteer opportunities in the community.
Prior to joining the team, Stephanie graduated from the University of Massachusetts, Amherst with a B.S. degree in Resource Economics.
Stephanie lives in Boston and enjoys playing an active role in the community and coaching for the Massachusetts Youth Lacrosse league. Stephanie also completed the Boston marathon in 2024 and the Chicago marathon in 2025.
Education:
Personal & Community:
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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