The right moves for your financial future

Terry began his career as a shareholder of Kidder, Peabody & Co., where he was consistently recognized by Institutional Investor as an “All-Star Analyst.” He went on to help build and successfully monetize two nationally recognized private companies before joining UBS Private Wealth Management in 2009.

He has significant for-profit and non-profit board leadership experience, including investment committee leadership. His deep experience gained as either an Owner, General Partner, Limited Partner, Board Chair, Committee Chair, Trustee or Advisor offers clients unique insights as they think through personal, business and investment decisions.
 

Terry earned his B.S. in economics from Bentley College in 1977 and his M.B.A. from the Sawyer School at Suffolk University. He is a Chartered Financial Analyst®.

Erik joined UBS Private Wealth Management after spending the first 15 years of his financial career advising and managing assets for institutions – most recently with Textron Inc, where he was responsible for investment decisions in their $8 billion U.S. Defined Benefit Pension plan.  His experience also includes investment consulting, portfolio management, and governing board participation.

A graduate of Middlebury College (BA - Economics) and dual degree holder from Bentley University (MS - Finance & MBA - Financial Planning), he brings a first hand understanding of global markets, risk management, and institutional insights to our office.

Erik currently serves on the Investment Committee for the Bentley University endowment and for the Rhode Island PBS Foundation, having also formerly served as a voting member of the state pension plan of Rhode Island.  He lives in Barrington, RI with his wife and two children.

Alicia coordinates the high level of service that we provide our clients. She supervises the daily operation of our practice and applies her deep industry knowledge to provide timely, accurate and meaningful answers to all our clients’ inquires. Prior to joining UBS in 2019, Alicia spent three years as a registered sales assistant at Alex Brown and eight years at State Street Corporation as a senior client service specialist working in Asset Manager Services. Alicia holds her Series 7 and 63 securities licenses.

Alicia graduated from Bentley College with a bachelor of science in marketing. Alicia is from Lexington, MA and currently resides in Boston. She loves to travel, be outdoors and spend time with her friends and family.