Advice and insight across generations

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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

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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™

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• 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™

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• 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.