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Retired couple

Chris Shukie

Managing Director–Wealth Management

Financial Advisor

Chris joined UBS in 2003 and partnered with Michael Haynes in 2014, creating The Haynes Group. He works with a select group of high net worth and ultra high net worth clients and their families to help them with all aspects of their financial lives. This includes structuring a financial plan paired with a tailored investment strategy designed to meet their unique needs. In addition, he advises on life and long-term care insurance, real estate financing, and charitable giving. With the partnership of attorneys and accountants, he helps to coordinate their estate and tax planning goals.

He graduated from Vassar College in 2003 and met his wife, Chelsea, in 2005 while they worked at UBS together. Chris and Chelsea have two daughters, Ella and Caitlin, and live in Winchester, MA. They actively support the Winchester public school system and Strike 3, a charitable organization that heightens awareness, mobilizes support, and raises funding for childhood cancer research. He is an avid music fan and enjoys going to concerts and collecting old records. In his free time, he enjoys spending time with his family, skiing, and watching his daughters do what they love. 

Registered States:
  • AK
  • CA
  • CO
  • CT
  • FL
  • IL
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV

  • Financial Planning Top 40 Financial Advisors Under 40, 2018, 2019, 2020, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • On Wall Street – Top 40 Advisors Under 40, 2016, 2017, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

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

Education

  • Bachelor of Arts, Economics, Vassar College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One Post Office Square
35th floor
Boston, MA 02109
  • (617) 261-2536

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