Managing Director–Wealth Management
Skip Anderson is a Managing Director–Wealth Management and co-founder of The Boyle Anderson Group at UBS. Prior to joining UBS in 2009, Skip spent the majority of his career at Legg Mason. He and his team provide comprehensive wealth management solutions—including in-depth investment research, custom asset allocation and tailored portfolio design—to individuals, families, and business owners. Helping clients reach their financial goals without taking undue risk has remained Skip's primary objective from the beginning.
Skip holds a bachelor's degree from the University of Maryland. Skip and his wife, Lynn, have 3 children and live in Bethesda. They enjoy nothing more than spending time with their grandchildren.
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
Let's connect
Managing Director–Wealth Management
Skip Anderson is a Managing Director–Wealth Management and co-founder of The Boyle Anderson Group at UBS. Prior to joining UBS in 2009, Skip spent the majority of his career at Legg Mason. He and his team provide comprehensive wealth management solutions—including in-depth investment research, custom asset allocation and tailored portfolio design—to individuals, families, and business owners. Helping clients reach their financial goals without taking undue risk has remained Skip's primary objective from the beginning.
Skip holds a bachelor's degree from the University of Maryland. Skip and his wife, Lynn, have 3 children and live in Bethesda. They enjoy nothing more than spending time with their grandchildren.
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
Let's connect
First Vice President–Wealth Management
Financial Advisor
Charlie joined UBS in 2015. Prior to UBS, he worked in finance and accounting for Fannie Mae. Charlie earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Wake Forest University School of Business and the Certified Private Wealth Advisor® (CPWA®) designation through the Yale School of Management.
Charlie graduated from Wake Forest University with a B.S. degree in finance. Charlie lives in Bethesda with his wife, Brooke and their children, Jack and Maggie.
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
Financial Advisor
Charlie joined UBS in 2015. Prior to UBS, he worked in finance and accounting for Fannie Mae. Charlie earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Wake Forest University School of Business and the Certified Private Wealth Advisor® (CPWA®) designation through the Yale School of Management.
Charlie graduated from Wake Forest University with a B.S. degree in finance. Charlie lives in Bethesda with his wife, Brooke and their children, Jack and Maggie.
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®
Elaine joined UBS in 2009. Prior to UBS, she held various roles at CitiGroup Smith Barney. Elaine earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has been the lead Planner on the Boyle Anderson Group since joining.
Elaine graduated from Florida Atlantic University with a B.A. in Psychology & Business Administration. Elaine lives in Mount Airy, MD with her husband Mike and two daughters.
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®
Elaine joined UBS in 2009. Prior to UBS, she held various roles at CitiGroup Smith Barney. Elaine earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has been the lead Planner on the Boyle Anderson Group since joining.
Elaine graduated from Florida Atlantic University with a B.A. in Psychology & Business Administration. Elaine lives in Mount Airy, MD with her husband Mike and two daughters.
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 Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Ron joined UBS in 2009. Prior to UBS, Ron held various roles at Legg Mason & Smith Barney with the Boyle Anderson group. As a CERTIFIED FINANCIAL PLANNER™, he builds & maintains customized investment portfolios based on clients' needs and goals. He focuses on strategic asset allocation, estate & tax planning, and retirement income solutions.
Ron graduated from McDaniel College (formerly Western Maryland College) in 1994 with a Bachelor of Arts in Business Administration & Economics. He was a varsity soccer player at McDaniel and still holds the all-time career assist record and he played professional soccer for the Baltimore Bays from 94-98. He currently lives in Mount Airy, MD with his wife, Courtney, and four kids (Alyssa, Carter, Lauren & Callie).
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 Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Ron joined UBS in 2009. Prior to UBS, Ron held various roles at Legg Mason & Smith Barney with the Boyle Anderson group. As a CERTIFIED FINANCIAL PLANNER™, he builds & maintains customized investment portfolios based on clients' needs and goals. He focuses on strategic asset allocation, estate & tax planning, and retirement income solutions.
Ron graduated from McDaniel College (formerly Western Maryland College) in 1994 with a Bachelor of Arts in Business Administration & Economics. He was a varsity soccer player at McDaniel and still holds the all-time career assist record and he played professional soccer for the Baltimore Bays from 94-98. He currently lives in Mount Airy, MD with his wife, Courtney, and four kids (Alyssa, Carter, Lauren & Callie).
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 Vice President
CERTIFIED FINANCIAL PLANNER®
John splits his time between Bethesda, Maryland and Palm Beach, FL. With more than 25 years in the industry he targets Non-Traditional strategies to create long term wealth, especially during tough economic times. John enjoys understanding Alternative and Private Investments, using UBS's global, comprehensive platform to offer sophisticated solutions. He is resolute in the belief that all high net worth and ultra-high net worth investors need to consider them as a meaningful part of their portfolios.
His oldest daughter works for a tech firm in Tysons, while the youngest just finished Georgetown and works for an OBGYN. When not at work or with family, he can be found on the golf course (one Ace), playing pickle ball at Congressional C.C. or playing croquet at the NCC in West Palm.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President
CERTIFIED FINANCIAL PLANNER®
John splits his time between Bethesda, Maryland and Palm Beach, FL. With more than 25 years in the industry he targets Non-Traditional strategies to create long term wealth, especially during tough economic times. John enjoys understanding Alternative and Private Investments, using UBS's global, comprehensive platform to offer sophisticated solutions. He is resolute in the belief that all high net worth and ultra-high net worth investors need to consider them as a meaningful part of their portfolios.
His oldest daughter works for a tech firm in Tysons, while the youngest just finished Georgetown and works for an OBGYN. When not at work or with family, he can be found on the golf course (one Ace), playing pickle ball at Congressional C.C. or playing croquet at the NCC in West Palm.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Financial Advisor
Chick began his career in the financial services industry in 1972. With extensive knowledge of the financial markets and a passion for analysis, Chick is able to translate the complexities of the stock markets into clear and practical sense for our clients. Chick builds customized investment portfolios to reflect a client's unique needs, time horizons, and other priorities, including cash flow needs. He studies the capital markets, market trends, asset allocation and portfolio design. His portfolio management services are especially attractive to investors who have an interest in sustainable investing and who want to proactively consider the positive or negative social and environmental effects of their underlying investments and who are motivated by opportunities to drive positive change. Chick pursues high-quality companies we believe can sustain high returns on operating capital while at the same time are free from tobacco, alcohol, adult entertainment, gambling, controversial weapons or firearms. Chick has considerable experience with faith-based investing for clients who want to realize good returns without compromising their religious or moral values.
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
Financial Advisor
Chick began his career in the financial services industry in 1972. With extensive knowledge of the financial markets and a passion for analysis, Chick is able to translate the complexities of the stock markets into clear and practical sense for our clients. Chick builds customized investment portfolios to reflect a client's unique needs, time horizons, and other priorities, including cash flow needs. He studies the capital markets, market trends, asset allocation and portfolio design. His portfolio management services are especially attractive to investors who have an interest in sustainable investing and who want to proactively consider the positive or negative social and environmental effects of their underlying investments and who are motivated by opportunities to drive positive change. Chick pursues high-quality companies we believe can sustain high returns on operating capital while at the same time are free from tobacco, alcohol, adult entertainment, gambling, controversial weapons or firearms. Chick has considerable experience with faith-based investing for clients who want to realize good returns without compromising their religious or moral values.
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
Senior Wealth Strategy Associate
Kelly joined UBS in 2012 and has worked with the Boyle Anderson Group her entire career. Kelly earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Pepperdine University School of Business.
Kelly and her husband live in Annapolis, MD and actively volunteer for the American Heart Association and the Adult Congenital Heart Association.
Education
Senior Wealth Strategy Associate
Kelly joined UBS in 2012 and has worked with the Boyle Anderson Group her entire career. Kelly earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Pepperdine University School of Business.
Kelly and her husband live in Annapolis, MD and actively volunteer for the American Heart Association and the Adult Congenital Heart Association.
Education
Client Associate
Maria joined the Boyle Anderson group in 2005 and is the lead client relationship manager on the team. She focuses on delivering exceptional client service and strives to untangle the complicated and frustrating tasks client's face in their financial lives. She has built strong relationships with clients through a deep understanding of their complex situations. She has a unique ability to provide solutions to client's problems before the client is aware those problems exist. Maria is fluent in two languages: English and Korean. She enjoys spending her free time with her four sons and two grandchildren.
Client Associate
Maria joined the Boyle Anderson group in 2005 and is the lead client relationship manager on the team. She focuses on delivering exceptional client service and strives to untangle the complicated and frustrating tasks client's face in their financial lives. She has built strong relationships with clients through a deep understanding of their complex situations. She has a unique ability to provide solutions to client's problems before the client is aware those problems exist. Maria is fluent in two languages: English and Korean. She enjoys spending her free time with her four sons and two grandchildren.
Client Associate
As a Client Service Associate, Amy focuses on delivering exceptional client service and strives to build strong relationships with clients by understanding their financial and personal situations. She has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the high level of dedicated service they deserve. She handles all client administrative matters in our day-to-day business, builds relationships with our clients and ensures their concerns and needs are accurately addressed with her positive attitude, kind and cheerful disposition.
Amy joined UBS in 2022 after proudly spending 21 years as a stay-at-home-mom, raising her 2 children, Halle and Jack, along with her husband, Ted, here in Bethesda. She graduated with a BA in Art History from Denison University and received her BS in Nursing from Columbia University.
In her free time, Amy enjoys spending time with family and friends, cooking and traveling. She can also be found visiting her daughter in New York City or on the golf course rooting on her son, a member of the Boston College Men’s golf team.
Client Associate
As a Client Service Associate, Amy focuses on delivering exceptional client service and strives to build strong relationships with clients by understanding their financial and personal situations. She has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the high level of dedicated service they deserve. She handles all client administrative matters in our day-to-day business, builds relationships with our clients and ensures their concerns and needs are accurately addressed with her positive attitude, kind and cheerful disposition.
Amy joined UBS in 2022 after proudly spending 21 years as a stay-at-home-mom, raising her 2 children, Halle and Jack, along with her husband, Ted, here in Bethesda. She graduated with a BA in Art History from Denison University and received her BS in Nursing from Columbia University.
In her free time, Amy enjoys spending time with family and friends, cooking and traveling. She can also be found visiting her daughter in New York City or on the golf course rooting on her son, a member of the Boston College Men’s golf team.
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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