Advice and insight across generations

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Our Disciplined Planning Process

At The Cotter Schena Group, we truly understand the financial challenges our clients face today. We are working toward similar goals—helping to protect the financial well-being of our families and feeling confident about the future. Our most important priority is helping you achieve what matters most to you.

How do we do that? Through our disciplined planning process—your financial roadmap that we create together. It’s designed to help you pursue the goals you have now—mortgage financing, liquidity solutions, college funding and business expansion. But it also addresses the goals that are focused on the future—retirement funding, estate and generational planning and charitable giving. Together, we’ll build a relationship you can count on, to help address your needs today, and to evolve with you and your family over a lifetime.

Retired couple

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Cotter Profile Photo

    Michael Cotter

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • CA
    • CO
    • CT
    • DE
    • FL
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • RI
    • TX
    • UT
    • VA
    • WI

    After beginning his career with Putnam Investments, Mike has partnered with his father and The Cotter Schena Group at UBS for the last 20 years. One of a select group to receive UBS's Wealth Advisor accreditation, Mike is primarily focused on portfolio management, asset allocation strategies, and risk management for successful individuals and successive generations of their families. Clients particularly trust him for his understanding of complex family wealth dynamics.

    Mike earned his B.A. in History from Williams College. He is an active supporter of The Hole in the Wall Gang Camp. He and his wife, Jill, currently reside in Needham with their two children, Andrew and Abby.  In his spare time, Mike enjoys playing hockey, golfing, and coaching his children's hockey and soccer teams.

      • Williams College, B.A. History
      • Wealth Advisor
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • Anthony Schena Profile Photo

      Anthony Schena, CFP

      Senior Vice President–Wealth Management

      Wealth Advisor

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      • CA
      • CO
      • CT
      • DE
      • FL
      • IL
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OR
      • PA
      • RI
      • TX
      • UT
      • WI

      Anthony has been with UBS for 20 years. As a Certified Financial Planner and UBS-accredited Wealth Advisor, Anthony takes the time to understand each client's unique needs and develop tailored wealth management strategies. A problem-solver who prides himself on “making the complex simple,” he focuses on providing financial planning, estate planning, and wealth transfer strategies to successful families. He is specifically committed to ensuring each generation understands what it takes to preserve and grow their wealth far into the future.

      Anthony earned a B.A. in Political Science from Hamilton College. Outside of work, he volunteers his time in youth sports. Anthony enjoys hiking, camping, and skiing. A 40-year resident of Plymouth, Anthony formerly served as a city councilman and as chairman of the Advisory and Finance committee. He and his wife, Michelle, are the proud parents of Anthony, Madison, Victoria, Isabella, and Ava.

      • Hamilton College, B.A. Political Science
      • Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • Christopher Cotter Profile Photo

      Christopher Cotter, CFP

      First Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CT
      • DE
      • FL
      • IL
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OR
      • PA
      • RI
      • TX
      • UT
      • VA
      • WI

      The newest member of The Cotter Schena Group, Chris joined the team in December of 2015 after spending the first ten years of his career at State Street Global Advisors. He is primarily focused on business development, working closely with each member of the team to grow the practice. He also helps develop asset allocation and portfolio implementation strategies for clients.

      Chris earned a B.A. in history from Middlebury College. Outside of work, Chris is an active supporter of The Hole in the Wall Gang Camp charity and serves on the Corporation of Belmont Hill School. He is an avid golfer and also enjoys cooking and playing ice hockey. He and his wife, Emily, currently reside in Cohasset.

        • Middlebury College, B.A. History
        • CERTIFIED FINANCIAL PLANNER™
        One Post Office Square
        32nd and 33rd floors
        Boston, MA 02109
      • Linda O'Donnell Profile Photo

        Linda O'Donnell

        Senior Client Associate

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        • CA
        • CT
        • FL
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NY
        • PA
        • RI
        • TX
        • UT
        • WI

        With 40 years of financial industry experience, all of it with UBS and its predecessor firms, Linda is fully responsible for operations and daily management of the practice. With her Series 7 and 63 securities licenses, she is the backbone of the team, maintaining accounts and providing exemplary client service.

        A resident of Whitman for over 20 years, Linda and her husband, Bill, have two children, Annie and Dan. Outside of the office, Linda can usually be found in her garden or spending time with her family at the beach.

              One Post Office Square
              32nd and 33rd floors
              Boston, MA 02109

            Our Planning Process

            Mom and Child

            Communication shapes our relationships

            Legacy—Wealth for others

            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.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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