Global access of Private Wealth Management

Carey McKeever

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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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.

  • Todd Carey Profile Photo

    Todd Gregory Carey, CIMA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA

    Todd Carey is no stranger to strategic planning, execution and dedication to helping others succeed. Prior to entering the wealth management industry, he played professional baseball over eight seasons with the Boston Red Sox, New York Mets and Los Angeles Dodgers. He brings that level of talent and commitment to UBS Boston Private Wealth Management, where he and partner, Joseph McKeever, provide advice and solutions to an exclusive group of affluent families, entrepreneurs and executives.

    Additionally, as an Institutional Consultant, Todd utilizes UBS' deep knowledge, resources and thought leadership to develop investment plans tailored to nonprofits.

    Before joining UBS, Todd was an Executive Director and Senior Banker for six years at J.P. Morgan Private Bank in Boston. There he customized investment, lending, banking and estate planning advice for ultra and high net worth individuals and families. Prior to joining J.P. Morgan Private Bank, he was a Principal at Battery Ventures in Waltham, MA,  for almost three years. Todd began his career in Private Wealth Management as an Investment Representative at Lehman Brothers in Boston, where he worked for five years.

    Todd received his B.A. in Urban Studies from Brown University and his M.B.A in Finance from Bryant University, where he served on the Board of Trustees.  Todd earned his Certified Investment Management Analyst (CIMA®) in 2007 and is an active member of the Investments & Wealth Institute. He and his wife, Trish, live in Lexington, MA and have two daughters.

    NMLS ID: 822075

      • Brown University, B.A. Urban Studies
      • Bryant University, M.B.A. Finance
      • Private Wealth Advisor
      • Certified Investment Management Analyst®
      • Endowment & Foundation Consultant
      • Institutional Consultant, UBS Institutional Consulting Program
      Lending services
      Financial planning
      Philanthropy
      Estate planning strategies
      Custom portfolios
      Multi-generational families
      Business owners
      Family Offices
      200 Clarendon Street
      24th Floor
      Boston, MA 02116
    • Joseph McKeever Profile Photo

      Joseph McKeever

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • CA
      • CO
      • CT
      • DC
      • FL
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TX
      • VA
      • VI

      Joe joined UBS Boston Private Wealth Management in 2014 from J.P. Morgan Private Bank. Throughout his 12 years with J.P. Morgan, as Executive Director and Senior Investor, Joe advised ultra high net worth individuals, hedge fund and private equity principals, real estate executives, private and public company executives and 501(C) companies. This depth of experience and insight with both private and institutional clients has proven invaluable to his practice at UBS.

      Outside of work, Joe is truly dedicated to the Boston community and its young people. He has a long history of involvement with Boys and Girls Clubs of Boston (BGCB), serving as Co-Chair of the Friends Council (2011-2013), the emerging leaders group for BGCB. Joe was also one of the original members and served on the Friends Council Leadership Committee for five years. Today, Joe sits on the board of the BGCB Blue Hill Club in Dorchester and serves as an Overseer for Boys and Girls Clubs of Boston and sits on the local advisory board for the BGCB Blue Hill Club in Dorchester. Joe received his B.A. from Rowan University with a specialization in Finance. He and his wife, Donielle and their young son live in Charlestown, MA.

      NMLS ID: 837326

        • Rowan University, B.A.
        • Private Wealth Advisor
        Securities-backed lending
        Estate planning strategies
        Custom portfolios
        Asset allocation
        Alternative investments
        Multi-generational families
        Business owners
        Family Offices
        200 Clarendon Street
        24th Floor
        Boston, MA 02116
      • Kristen Kenny Profile Photo

        Kristen Marie Kenny, CFP

        Client Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • IL
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NH
        • NJ
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WY

        Kristen has been working with high net worth families for nearly four years. She joins UBS from her previous position as an analyst at J.P. Morgan Private Bank. Working with both Todd and Joseph, Kristen manages all of the day to day operations and service requests within the team, including client onboarding, trading and portfolio construction. Together, they deliver holistic wealth management that addresses the full spectrum of their clients’ complex wealth goals from multigenerational wealth transfer and business succession to philanthropy.

        A graduate of Providence College with a B.S. in Mathematics and Finance, Kristen is a Certified Financial Planner™ certificant and holds her Series 3, 7 and 63 securities licenses. Outside of work, she enjoys traveling, snowboarding and running and all that Boston offers.

          • Providence College, B.S. Mathematics and Finance
          • CERTIFIED FINANCIAL PLANNER™
          Financial planning
          Retirement planning
          Investing
          Asset allocation
          Multi-generational families
          Women investors
          Business owners
          Family Offices
          200 Clarendon Street
          24th Floor
          Boston, MA 02116

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

        UBS Wealth Way

        Executive decisions

        Multigenerational families

        Advice for business owners and entrepreneurs

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        Global leader

        UBS is a world-leading wealth manager

        More than 150 years

        offering financial advice

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