Global leader
UBS is a world-leading wealth manager
Financial Advisor
Corporate Stock Benefit Consultant
As the son of our team's leader, Tim Chapin, you could say that wealth management is in Chris’ DNA. Observing his father's passion and enjoyment for the wealth management business is what sparked Chris' interest in the world of finance.
Chris joined the UBS Chapin Group in 2019 as an intern studying the basics of wealth management, personal income tax, estate planning, and asset protection strategies. After graduating Magna Cum Laude with his bachelor’s degree from Bridgewater State University in 2020, Chris was hired into the UBS training program where he spent two years as a Financial Advisor at UBS' headquarters in Weehawken, NJ.
In Weehawken Chris served as a Corporate Stock Benefit Consultant on the Institutional Advisory Group advising clients on equity compensation awards, tax considerations, and concentrated position risk. Chris has experience helping clients with strategic wealth planning, sector and index based equity strategies, fixed income asset management, and different types of hedging and preservation strategies. Chris believes that developing and maintaining a financial plan is the keystone to successful outcomes for his clients.
Chris' passion for wealth management began by reading the book “The Automatic Millionaire” by David Bach, and through his finance classes in college.
Chris graduated from Tabor Academy and Bridgewater State University and holds Series 7, 66, Life & Health Insurance licenses.
Christopher resides in Westborough, Massachusetts with his fiancé Morgan and their cat Coco. Outside of work, Chris enjoys golf, fishing, ice hockey, skiing, the beach and the outdoors.
Education
Credentials
Your future is our focus!
Chris Chapin is also part of:
The Chapin Group
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
Global leader
UBS is a world-leading wealth manager
More than 150 years
offering financial advice
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022