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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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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.
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
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.
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
Credentials
Geopolitics, trade and your portfolio
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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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