Lasting relationships. For all that matters

• CA
• CT
• FL
• MA
• ME
• MI
• MT
• NH
• NJ
• NY
• PA
• SC
• TX
• VT
• WA

Glen has been in wealth management since 1983. Prior to joining UBS Financial Services Inc., he worked for the private bank and investment group at Merrill Lynch and as a director at Barclays Wealth Management. His last 20 years have been focused on corporate executive consulting, wealth management, estate planning strategies and tailored lending. Glen received his bachelor’s degree in economics from Bowdoin College in 1982. He and his wife, Julie, have three children and live in Marblehead, MA. Glen is an avid cyclist and modest golfer.

• Bowdoin College, Bachelor's degree in Economics

• AZ
• FL
• MA
• MI
• NH
• NY
• OH
• PA
• TX
• VT
• WA

After 12 years playing professional hockey in the NHL, Barry retired in 1992 and joined A.G. Edwards & Sons (A.G.E.), where he became an institutional equity salesman. For almost 20 years, he covered portfolio and hedge fund managers, as well as analysts, in Boston. After A.G.E. was acquired by Wachovia in 2007, Barry worked for Sterne Agee & Leach, Morgan Keegan and Barclays Wealth. In 2014, his wealth management team joined UBS, where they advise high net worth individuals on preservation of capital, asset allocation, portfolio structure and risk management. Barry has two children and lives on the North Shore. He is a golf enthusiast who also enjoys spending time with his family, reading and volunteering at many local charities.

• CA
• CT
• DC
• FL
• MA
• ME
• NH
• NJ
• NY
• PA
• RI
• TX
• VA
• VT

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.

• Bentley College, Bachelor of Science in Marketing