Senior Vice President–Wealth Management
Rick entered the financial services industry in 1990 when he joined UBS's predecessor firm, PaineWebber. With a highly personalized approach, Rick taps his 25 years of experience to match affluent families and business owners with the right investment solutions. His clients rely on his ability to filter out unnecessary financial "noise" and help them focus on smart strategies for reaching their goals. Rick has extensive knowledge of biotech, synthetic biology and energy sectors.
Rick graduated from Davidson College with a degree in Spanish. He's active in the community as a board member of the Marblehead Dollars for Scholars need-based tuition assistance program. He is also on the board of the Marblehead Little Theater. He and his wife have two sons and a daughter.
Education
Senior Vice President–Wealth Management
Rick entered the financial services industry in 1990 when he joined UBS's predecessor firm, PaineWebber. With a highly personalized approach, Rick taps his 25 years of experience to match affluent families and business owners with the right investment solutions. His clients rely on his ability to filter out unnecessary financial "noise" and help them focus on smart strategies for reaching their goals. Rick has extensive knowledge of biotech, synthetic biology and energy sectors.
Rick graduated from Davidson College with a degree in Spanish. He's active in the community as a board member of the Marblehead Dollars for Scholars need-based tuition assistance program. He is also on the board of the Marblehead Little Theater. He and his wife have two sons and a daughter.
Education
Senior Vice President–Wealth Management
Alex began his career in the financial services industry in 1999 when he joined UBS's predecessor firm, PaineWebber. With a deep knowledge of comprehensive wealth management, he focuses specifically on financial and retirement planning, 529 plans and fixed income strategies.
A graduate of Lake Forest College with a degree in history, Alex has earned his Series 63, 65, and 7 securities licenses as well as his life insurance license. He and his wife, Holly have a daughter Lauren. Alex and his family enjoy skiing and boating.
Education
Senior Vice President–Wealth Management
Alex began his career in the financial services industry in 1999 when he joined UBS's predecessor firm, PaineWebber. With a deep knowledge of comprehensive wealth management, he focuses specifically on financial and retirement planning, 529 plans and fixed income strategies.
A graduate of Lake Forest College with a degree in history, Alex has earned his Series 63, 65, and 7 securities licenses as well as his life insurance license. He and his wife, Holly have a daughter Lauren. Alex and his family enjoy skiing and boating.
Education
Client Associate
Jennifer began her career in the financial services industry in 1997. She joined UBS's predecessor firm, PaineWebber in 1998. Jennifer has earned Series 7, 66, 9, and 10 securities licenses.
Jennifer and her husband Kevin, have two daughters. As a family we love to spend time outdoors, boating in the warmer months and skiing in the winter.
Client Associate
Jennifer began her career in the financial services industry in 1997. She joined UBS's predecessor firm, PaineWebber in 1998. Jennifer has earned Series 7, 66, 9, and 10 securities licenses.
Jennifer and her husband Kevin, have two daughters. As a family we love to spend time outdoors, boating in the warmer months and skiing in the winter.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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