Now is the time to plan your future

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

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

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.