Advice and insight across generations

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.

Start the conversation

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

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- IL
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- RI
- TX
- UT
- VA
- VT
- 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
35th floor
Boston, MA 02109

michael.cotter@ubs.com

Michael Cotter

One Post Office Square,Boston,MA,02109
Anthony Schena, CFP

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AZ
- CA
- CT
- DC
- FL
- IL
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- RI
- TX
- UT
- VA
- VT
- 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
35th floor
Boston, MA 02109

anthony.schena@ubs.com

Anthony Schena, CFP

One Post Office Square,Boston,MA,02109
Christopher Cotter, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CT
- DC
- FL
- IL
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- RI
- TX
- UT
- VA
- VT
- 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
35th floor
Boston, MA 02109

christopher.cotter@ubs.com

Christopher Cotter, CFP

One Post Office Square,Boston,MA,02109
Linda O'Donnell

Senior Client Associate
View bio
- CA
- CT
- FL
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- RI
- TX
- UT
- VA
- 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
35th floor
Boston, MA 02109

linda.odonnell@ubs.com

Linda O'Donnell

One Post Office Square,Boston,MA,02109

Michael Cotter

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- IL
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- RI
- TX
- UT
- VA
- VT
- 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
35th floor
Boston, MA 02109

michael.cotter@ubs.com

Michael Cotter

One Post Office Square,Boston,MA,02109
Anthony Schena, CFP

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AZ
- CA
- CT
- DC
- FL
- IL
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- RI
- TX
- UT
- VA
- VT
- 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
35th floor
Boston, MA 02109

anthony.schena@ubs.com

Anthony Schena, CFP

One Post Office Square,Boston,MA,02109
Christopher Cotter, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CT
- DC
- FL
- IL
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- RI
- TX
- UT
- VA
- VT
- 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
35th floor
Boston, MA 02109

christopher.cotter@ubs.com

Christopher Cotter, CFP

One Post Office Square,Boston,MA,02109
Linda O'Donnell

Senior Client Associate
View bio
- CA
- CT
- FL
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- RI
- TX
- UT
- VA
- 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
35th floor
Boston, MA 02109

linda.odonnell@ubs.com

Linda O'Donnell

One Post Office Square,Boston,MA,02109

Our Planning Process

Communication shapes our relationships

When it comes to our relationship, you'll receive the individual attention and personalized service that you deserve. It begins with communication. Our “12/4/2” communication model promises we will have 12 annual contacts including 4 quarterly reviews and 2 in-person meetings. This regular communication ensures we provide clear expectations, keep you informed at all times and remain an active and consistent source of insight and advice. We pride ourselves on our efficiency and strive to respond to calls within an hour and resolve issues within 24 hours.

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Advice and insight across generations

Our Disciplined Planning Process

Pursuing your goals together

Michael Cotter

Anthony Schena, CFP

Christopher Cotter, CFP

Linda O'Donnell

Michael Cotter

Anthony Schena, CFP

Christopher Cotter, CFP

Linda O'Donnell

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Education

Credentials

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Our Planning Process

Communication shapes our relationships

Global Wealth Report 2024

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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