Executive wealth management

Create your personal financial plan

Chris Chapin

Account Vice President

Financial Advisor

Chris Chapin is an Account Vice President - Wealth Management, Financial Advisor with The Chapin Group at UBS Financial Services Inc. He specializes in crafting bespoke investment strategies for individuals, families, corporations, and trusts, collaborating closely with business owners, accountants, and estate planning attorneys. Drawing upon over 40 years of collective experience, he's gleaned invaluable insights from his father, a tenured wealth management professional, financial advisor, and Senior Vice President-Wealth Management, Financial Advisor with The Chapin Group.

Leveraging the robust resources of UBS, Chris ensures clients have access to current market insights and opportunities. With a commitment to transparent, personalized service, underpinned by continuous professional development and guided by a legacy of wisdom, he strives to help his clients navigate market complexities with finesse. He believes in the transformative power of personalized financial planning as a vehicle for realizing one's most cherished dreams and aspirations.

Christopher prides himself on making people feel at ease and forging genuine connections. Clients and colleagues alike are drawn to his warmth and authenticity, often remarking on how enjoyable it is to be around him.

Beyond work, his passions for ice hockey, skiing, golf, and big game fishing fuel his drive for a balanced life. Chris, his wife Morgan, and their feline companion Coco reside in Westborough Massachusetts.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • Bachelor of Arts, Public Relations, Magna Cum Laude, Bridgewater State University
  • Certificate in Financial Planning, Wake Forest University
  • Tabor Academy

Credentials

  • Corporate Stock Benefit Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Equity plans
Business Owners
Exit planning
Investing
Alternative investments
401(k) plan services
1471 Iyanough Road (Route 132)
Hyannis, MA 02601
  • (508) 362-1811

Email Me

Chris Chapin is also part of:
The Chapin Group

Your primary source for financial advice

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.

  • Chris Headshot

    Chris Chapin

    Account Vice President

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    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, asset protection and estate planning 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.

        • Corporate Stock Benefit Consultant
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
        christopher.chapin@ubs.com
        Chris Chapin
        1471 Iyanough Road (Route 132),Hyannis,MA,02601
      • Tim Chapin Headshot 1

        Tim Chapin

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • SD
        • TN
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        Helping people realize their retirement dreams is Tim's passion. He has been helping people plan for retirement since 1983.

        He acts as your "Financial Quarterback".

        Together with a team of investment, tax and legal professionals we provide you a custom plan designed to help you achieve your retirement dreams.

        This plan will be your customized guide to grow and protect your assets while helping mitigate income taxes, inheritance taxes and debt expenses.

        The plan will recommend investment strategies designed to help protect your hard-earned nest egg. These strategies are structured to help generate a lifetime of reliable income designed to aid in keeping pace with inflation.

        In our experience communication is an important factor in achieving successful outcomes. Therefore we strive to provide our clients with frequent communications from our team using phone calls, weekly emails and quarterly plan reviews.

        Timely access to your adviser is very important. For this reason we do our best to respond to client emails or phone calls within the same business day.

        Tim is a graduate of Tabor Academy and Bowdoin College. He resides in Falmouth, Massachusetts with his wife Melinda. 

        His past community affiliations include; The Osterville Rotary Club, The Dewitt Clinton Masonic Lodge, Aleppo Shrine Temple, Heritage Museum & Gardens, Job Training & Employment Corp. (JTEC), Salvation Army, First Church, Sandwich, YMCA Basketball, Sandwich Youth Lacrosse, The Ridge Club, and The Menahaunt Yacht club & Lifetime Member of the Francis Ouimet Scholarship Fund.

        He is a single digit golfer and an avid fisherman.

              1471 Iyanough Road (Route 132)
              Hyannis, MA 02601
              tim.chapin@ubs.com
              Tim Chapin
              1471 Iyanough Road (Route 132),Hyannis,MA,02601
            • MAggie HEadshot

              Maggie Kenney

              Wealth Strategy Associate

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              • CT
              • FL
              • MA
              • MI
              • NC
              • NH
              • NY
              • VA

              Maggie has been in the financial services industry since 1989. Her knowledge of the markets and industry knowledge allows her the capacity to deliver for our clients. Maggie has held various roles within the Chapin Group all with the purpose of helping our clients and their families in every stage of their financial life.  She currently holds her Series 7, 9, 10, 31, 63, and 66 securities licenses. In her free time she enjoys vegetable and flower gardening.

                    1471 Iyanough Road (Route 132)
                    Hyannis, MA 02601
                    maggie.kenney@ubs.com
                    Maggie Kenney
                    1471 Iyanough Road (Route 132),Hyannis,MA,02601
                  • Laurin

                    Laurin Balfour

                    Senior Client Associate

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                      Laurin has worked in the financial services industry since 2005 and her primary goal is to provide service to The Chapin Group's clients and their families. She wants clients to feel comfortable contacting her to access the many services provided. Within The Chapin Group, her role is to coordinate access to the team in a timely manner. 

                      She graduated from Chamberlayne School of Design at Mount Ida College with her B.S. in Design. She and her husband David have two boys Owen and Jack. The family is always on the move travelling to lacrosse, soccer, and basketball and many family activities. She and her husband David pride themselves on showing their children that hard work and determination will allow them to be successful in all aspects of their life.

                       

                            1471 Iyanough Road (Route 132)
                            Hyannis, MA 02601
                            laurin.balfour@ubs.com
                            Laurin Balfour
                            1471 Iyanough Road (Route 132),Hyannis,MA,02601

                          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.

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                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          More than 160 years

                          offering financial advice

                          Insights

                          Outlook on interest rates

                          A team approach

                          A team approach

                          Your life, wealth and future

                          Your life, wealth and future