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More than 160 years
offering financial advice
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Chris Chapin is an Account Vice President, 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 and Senior Vice President-Wealth Management, Financial Advisor with The Chapin Group.
Leveraging the robust resources of UBS, Chris provides clients 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. 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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Chris Chapin, CFP® is also part of:
The Chapin Group
Lets connect
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Chris Chapin is an Account Vice President, 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 and Senior Vice President-Wealth Management, Financial Advisor with The Chapin Group.
Leveraging the robust resources of UBS, Chris provides clients 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. 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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Chris Chapin, CFP® is also part of:
The Chapin Group
Lets connect
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.
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.
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
More than 160 years
offering financial advice
$6 trn
UBS Group invested assets
As of 12/31/2024
Global leader
UBS is a leading and truly global wealth manager
