Understanding

Maurice has been in the wealth management business since 1994.  Prior to joining UBS Financial Services Inc. in November of 2007, Maurice was a Managing Director at Bear, Stearns & Co. Inc.  Maurice focuses on managing wealth for the partners of private equity firms and managing investments for corporations and private charitable foundations.  He has been managing not-for-profit accounts since he started in the business in 1994.  Maurice graduated from Lehigh University with a degree in economics.  He holds his Series 7, 63 and 65 licenses.  Maurice is a member of the firm's Financial Advisor Advisory Council (FAAC) consisting of 14 Financial Advisors who act as their peers' collective voice in raising the issues that will help provide better service to our clients.  He is an avid golfer, and lives in Hingham with his wife, Karen and his two children, Katherine and Harry.  Maurice and his wife actively support Silver Lining Mentoring, The Sports Museum at the TD Garden, and UNICEF. 

Chris started his financial services career in 2006 as a Marketing Associate for Maurice Bradshaw at Bear, Stearns & Co. Inc.  He serves as the team's dedicated investment analyst and is responsible for analyzing investment managers, constructing portfolios and trading.  Chris graduated Summa Cum Laude from St. Michael's College with a Bachelor of Science in Mathematics and is a member of Phi Beta Kappa.  He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.  Chris also holds his Series 7 and 63 licenses.  Chris remains active with the DREAM Program and is a Boston Board Member. Chris lives in Watertown with this wife, Lauren and their son, Grady.  They enjoy spending time in the outdoors and volunteer with the Green Mountain Club as Long Trail adopters.

Dao joined Maurice Bradshaw at Bear, Stearns & Co. Inc in 2006 and continued with the team at UBS.  Dao manages the operational, administrative and client service functions for the team.  She also develops financial plans for individuals and their families.  Dao earned the CERTIFIED FINANCIAL PLANNER^TM designation (CFP®) in 2012.  She graduated Cum Laude from the University of Massachusetts Amherst with a Bachelor of Arts in Social Thought and Political Economy.  Dao holds her Series 7, 66 and Insurance licenses.  She lives south of Boston with her husband, Zachary and their children.

Annie joined the Bradshaw group in August 2013. Her main focus is on giving daily support to the team with regard to all operational and administrative issues.

Annie began her career at KeyBank in the educational lending division. After 10 years at KeyBank, she joined GL Advisor as a client advisor to recent graduates with student loan debt. Annie graduated from Suffolk University with a B.S in communications. She and her husband Michael live north of Boston with their son.