Equity compensation plans

Advice for companies, executives and employees

The strength of your business is reflected in the dedication of your employees. When it comes to administering your equity compensation plans, it's more important than ever to have the right advisor at your side. Whether we're advising a new professional or your most seasoned senior executive, we provide equity plan services, financial wellness solutions and personalized advice and education across your company.

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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.

Robert Callanan

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
One Post Office Square
33rd Floor
Boston, MA 02109

robert.callanan@ubs.com

Robert Callanan

One Post Office Square,Boston,MA,02109
Jason Symond

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Jason offers over 17 years in the financial services industry. He began his wealth management career at Smith Barney before joining UBS in 2008. He focuses on developing and executing financial plans. Jason also has experience with equity compensation plans and incorporating corporate benefits such as stock options and restricted stock, into individual financial plans. He holds his Series 7, 63 and 65 securities licenses, is licensed for annuities and life insurance, and has earned the CERTIFIED FINANCIAL PLANNER® designation (CFP®).
- Boston College, Economics: 1989 - 1993
- Corporate Stock Benefit Consultant
- CERTIFIED FINANCIAL PLANNER®
- Senior Vice President- Wealth Management
One Post Office Square
35th floor
Boston, MA 02109

jason.symond@ubs.com

Jason Symond

One Post Office Square,Boston,MA,02109
Charmaine Chandler

Investment Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
Charmaine Minard is an Investment Associate and Corporate Stock Benefit Analyst. Charmaine began her career in the financial services industry in 1979 and joined the Callanan Group in 1984. As a long-standing member of The Callanan Group, she is responsible for overseeing the Group's Equity Plan Administration Services corporate client experience. In addition, she specializes in assisting our corporate client's executive management teams with execution services, section 16b/Rule144 insider processing, and Rule 10b5-1 trading plans. She holds Series 3, 7 and 63 securities licenses.

Charmaine lives in Boston with her husband, Peter Chandler. She enjoys island vacations and the company of family and good friends.
- Corporate Stock Benefit Consultant
One Post Office Square
35th floor
Boston, MA 02109

charmaine.chandler@ubs.com

Charmaine Chandler

One Post Office Square,Boston,MA,02109
Peter Staunton, CFA, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Peter is a Financial Advisor and Portfolio Manager with UBS Financial Services, Inc. He joined The Callanan Group in 2004 where he has grown his wealth management practice through serving the financial needs of corporate executives and their families. His process is based on time tested principals of wealth planning, investment selection, risk management, and the protection of his clients' wealth for their future heirs.

Peter earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to professionals that have completed extensive training and experience requirements and are held to rigorous ethical standards. He has also earned the professional designation of Chartered Financial Analysts® (CFA), one of the investment industry's most renowned and difficult designations to achieve for portfolio managers. He is a member of the CFA Institute and the Boston Security Analysts Society. He holds Series 7, 63, and 65 securities licenses, as well as, life and long-term care insurance licenses. Peter graduated with honors from Rensselaer Polytechnic Institute in Troy, NY with a B.S. in Management.

He lives in Hingham, MA with his wife Tori and their two boys, Reid and Jack.
- Rensselaer Polytechnic Institute, B.S. in Management
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
- Portfolio Manager
One Post Office Square
33rd Floor
Boston, MA 02109

peter.staunton@ubs.com

Peter Staunton, CFA, CFP

One Post Office Square,Boston,MA,02109
Michael Abren

Senior Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Michael D. Abren joined The Callanan Group in 2001 and serves as a Corporate Stock Benefit Analyst (CBSA). He works closely with equity compensation plan participants on their transactions from the initial phone conversation through the settlement of the trade. Some of Mike's other responsibilities include working with publicly traded companies that are either merging or being acquired to offer transition services to those corporations, their executives and employees. Mike is also involved with the business development aspect for the group. Mike has his Series 7 and 63 licenses and is registered in all U.S. states and territories.

Mike is a graduate of the Carroll School of Management at Boston College with majors in Finance and Marketing. Mike resides in Norton with his wife, Toni, and their two school age daughters. He is an active member in his town's youth sports programs where he coaches soccer and softball teams.
- Carroll School of Management at Boston College, Finance and Marketing
One Post Office Square
35th floor
Boston, MA 02109

michael.abren@ubs.com

Michael Abren

One Post Office Square,Boston,MA,02109

Robert Callanan

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
One Post Office Square
33rd Floor
Boston, MA 02109

robert.callanan@ubs.com

Robert Callanan

One Post Office Square,Boston,MA,02109
Jason Symond

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Jason offers over 17 years in the financial services industry. He began his wealth management career at Smith Barney before joining UBS in 2008. He focuses on developing and executing financial plans. Jason also has experience with equity compensation plans and incorporating corporate benefits such as stock options and restricted stock, into individual financial plans. He holds his Series 7, 63 and 65 securities licenses, is licensed for annuities and life insurance, and has earned the CERTIFIED FINANCIAL PLANNER® designation (CFP®).
- Boston College, Economics: 1989 - 1993
- Corporate Stock Benefit Consultant
- CERTIFIED FINANCIAL PLANNER®
- Senior Vice President- Wealth Management
One Post Office Square
35th floor
Boston, MA 02109

jason.symond@ubs.com

Jason Symond

One Post Office Square,Boston,MA,02109
Charmaine Chandler

Investment Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
Charmaine Minard is an Investment Associate and Corporate Stock Benefit Analyst. Charmaine began her career in the financial services industry in 1979 and joined the Callanan Group in 1984. As a long-standing member of The Callanan Group, she is responsible for overseeing the Group's Equity Plan Administration Services corporate client experience. In addition, she specializes in assisting our corporate client's executive management teams with execution services, section 16b/Rule144 insider processing, and Rule 10b5-1 trading plans. She holds Series 3, 7 and 63 securities licenses.

Charmaine lives in Boston with her husband, Peter Chandler. She enjoys island vacations and the company of family and good friends.
- Corporate Stock Benefit Consultant
One Post Office Square
35th floor
Boston, MA 02109

charmaine.chandler@ubs.com

Charmaine Chandler

One Post Office Square,Boston,MA,02109
Peter Staunton, CFA, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Peter is a Financial Advisor and Portfolio Manager with UBS Financial Services, Inc. He joined The Callanan Group in 2004 where he has grown his wealth management practice through serving the financial needs of corporate executives and their families. His process is based on time tested principals of wealth planning, investment selection, risk management, and the protection of his clients' wealth for their future heirs.

Peter earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to professionals that have completed extensive training and experience requirements and are held to rigorous ethical standards. He has also earned the professional designation of Chartered Financial Analysts® (CFA), one of the investment industry's most renowned and difficult designations to achieve for portfolio managers. He is a member of the CFA Institute and the Boston Security Analysts Society. He holds Series 7, 63, and 65 securities licenses, as well as, life and long-term care insurance licenses. Peter graduated with honors from Rensselaer Polytechnic Institute in Troy, NY with a B.S. in Management.

He lives in Hingham, MA with his wife Tori and their two boys, Reid and Jack.
- Rensselaer Polytechnic Institute, B.S. in Management
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
- Portfolio Manager
One Post Office Square
33rd Floor
Boston, MA 02109

peter.staunton@ubs.com

Peter Staunton, CFA, CFP

One Post Office Square,Boston,MA,02109
Michael Abren

Senior Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Michael D. Abren joined The Callanan Group in 2001 and serves as a Corporate Stock Benefit Analyst (CBSA). He works closely with equity compensation plan participants on their transactions from the initial phone conversation through the settlement of the trade. Some of Mike's other responsibilities include working with publicly traded companies that are either merging or being acquired to offer transition services to those corporations, their executives and employees. Mike is also involved with the business development aspect for the group. Mike has his Series 7 and 63 licenses and is registered in all U.S. states and territories.

Mike is a graduate of the Carroll School of Management at Boston College with majors in Finance and Marketing. Mike resides in Norton with his wife, Toni, and their two school age daughters. He is an active member in his town's youth sports programs where he coaches soccer and softball teams.
- Carroll School of Management at Boston College, Finance and Marketing
One Post Office Square
35th floor
Boston, MA 02109

michael.abren@ubs.com

Michael Abren

One Post Office Square,Boston,MA,02109

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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Equity compensation plans

Pursuing your goals together

Robert Callanan

Jason Symond

Charmaine Chandler

Peter Staunton, CFA, CFP

Michael Abren