Purpose. Passion. Performance.

[PWM] UBS Lobby-keys

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 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.  Todd served on the Bryant University Board of Trustees for nine years, including three as Chair of the Investment Committee.  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
      • Institutional Consultant, UBS Institutional Consulting Program
      • Certified Investment Management Analyst®
      Lending services
      Financial planning
      Philanthropy
      Estate planning strategies
      Custom portfolios
      Multi-generational families
      Business owners
      Family Offices
      One Post Office Sq.
      35th Floor
      Boston, MA 02109
    • Joseph McKeever Profile Photo

      Joseph McKeever

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • CA
      • CO
      • CT
      • DC
      • FL
      • IN
      • 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
        One Post Office Sq.
        35th Floor
        Boston, MA 02109
      • Sandra Jodelka Profile Photo

        Sandra Jodelka

        Client Associate

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          Sandra joined UBS in 2020 supporting the Boston Office Market Head and entire branch office followed by being a Client Service Associate with a Private Wealth Management team based in Boston, MA. She now assists FA’s in the WM and PWM group by providing administrative support and client services. Prior to joining UBS, Sandra was a Resident Director at Lesley University within the Office of Residential Life where she was responsible for supervising a staff of 10 students and residence halls. She graduated from University of Bridgeport earning a Bachelor of Science and from Lesley University earning her Masters in International Higher Education.  Sandra enjoys spending time with loved ones, staying active with various sports and exploring her new home state, Utah.  

                One Post Office Sq.
                35th Floor
                Boston, MA 02109
              • Kayla Caswell Profile Photo

                Kayla Caswell

                Client Associate

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                  Kayla Caswell joined UBS in 2023 and serves as a Client Service Associate. Kayla has been in the wealth management industry for over 7 years, serving clients in a variety of roles. Most recently, Kayla worked at a Northshore based Financial Planning firm where she worked alongside the CEO for the last 3 years. Kayla graduated from University of Massachusetts Boston in 2017 where she earned a Bachelor of Science Degree.

                   

                  Kayla brings her strong background to the firm to best serve clients with superior communication and organizational skills. She strives to deliver excellent service and represent the firm to the highest degree. Kayla currently holds her Series 65 license.

                   

                  Outside of work, Kayla has a passion for traveling (especially to Europe – Italy in particular), cooking dinner at home, and spending quality time with family and friends.

                        One Post Office Square
                        35th floor
                        Boston, MA 02109

                      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

                      Launch. Evolve. Exit your business.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $5+ trillion

                      In invested assets globally 
                      As of 11/07/2023

                      Global leader

                      UBS is a world-leading wealth manager

                      More than 150 years

                      offering financial advice

                      Insights