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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Investments
Chris is a Senior Vice President with over 30 years of experience as a Financial Advisor spanning positions at Paine Webber Jackson & Curtis and Kidder Peabody & Co. until the combined firms were acquired in 2000 by UBS. He began his career marketing equity research and fixed income to middle-market institutional relationships, developing a broad understanding of fundamental investment analysis. For the last ten years he has utilized his three decades of experience to provide tailored wealth management and investment solutions for his clients. Chris has distinguished himself among his peers by earning UBS's Wealth Advisor Designation and he is also certified as a Senior Portfolio Manager as part of the firm's PMP Portfolio Management Program. He is a 1982 graduate of Babson College with focus on Finance, Economics and Marketing.
Chris and his wife Mary Alisa reside in Duxbury, MA and they have three grown children and two grandchildren. He serves in the local community as a Member of the Board of Directors at HomeStart, Inc., a charity that seeks an end to homelessness in Greater Boston and as Trustee of the Duxbury Rural & Historical Society. He is also a Co-Chairperson and volunteer on the South Shore of Boston for the Fresh Air Fund of NY as well as a Lector at Holy Family Parish in Duxbury.
Education
Credentials
Senior Vice President–Investments
Chris is a Senior Vice President with over 30 years of experience as a Financial Advisor spanning positions at Paine Webber Jackson & Curtis and Kidder Peabody & Co. until the combined firms were acquired in 2000 by UBS. He began his career marketing equity research and fixed income to middle-market institutional relationships, developing a broad understanding of fundamental investment analysis. For the last ten years he has utilized his three decades of experience to provide tailored wealth management and investment solutions for his clients. Chris has distinguished himself among his peers by earning UBS's Wealth Advisor Designation and he is also certified as a Senior Portfolio Manager as part of the firm's PMP Portfolio Management Program. He is a 1982 graduate of Babson College with focus on Finance, Economics and Marketing.
Chris and his wife Mary Alisa reside in Duxbury, MA and they have three grown children and two grandchildren. He serves in the local community as a Member of the Board of Directors at HomeStart, Inc., a charity that seeks an end to homelessness in Greater Boston and as Trustee of the Duxbury Rural & Historical Society. He is also a Co-Chairperson and volunteer on the South Shore of Boston for the Fresh Air Fund of NY as well as a Lector at Holy Family Parish in Duxbury.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
