Global access. Strategic solutions.

Private Wealth Management

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Connect with us

Our team mission

As a Private Wealth team, we intentionally maintain a minimum client-to-advisor ratio that enables us to thoroughly understand who you are and what you need. You can expect an exceptionally personalized relationship with global access to UBS expertise, investment services, and an ecosystem of like-minded families, business owners, philanthropists and entrepreneurs.

Wayne Davis

Managing Director–Wealth Management
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WY
Wayne is a Managing Director at UBS. He has been serving the needs of ultra-high net worth families for nearly four decades. He focuses on developing, implementing, and monitoring comprehensive investment programs for multi-generational families. He has successfully helped clients create long-term financial plans that address the full scope of their family’s financial needs. He originally began his career at Bankers Trust, Casco Bank, and Johnson & Higgins, before pursuing his MBA at Dartmouth College. He is incredibly active in the community, holding the below positions:
- Boston Lyric Opera, Vice Chair
- Massachusetts Congregational Charitable Society, Treasurer
Outside of work, Wayne enjoys spending time with his wife, Ann, and three children, Nate, Libby, and Ben.
- Amos Tuck School at Dartmouth, M.B.A.
- Dartmouth College, B.A.
- Private Wealth Advisor
- Senior Portfolio Manager
- Chartered Retirement Plans Specialist℠
One Post Office Sq.
35th Floor
Boston, MA 02109
Rod Wagner

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
Rod began his finance career directly out of college with a job at the Chicago Board of Trade, first as a clerk then as a trader in the US Treasury Options floor. He discovered private wealth management shortly thereafter and, after 14 years of experience at US Trust and Fleet Private Bank, joined UBS as a Private Wealth Advisor in 2012. Today, Rod focuses on advising ultra-high investors and addresses the complex needs of their families. The team takes a holistic approach and provide guidance on asset allocation, portfolio management, retirement planning, credit structuring, charitable giving, and estate planning strategies.

Rod resides in Boston, MA with his wife, Mar, and two children, Jack and Annie. Outside of work, he enjoys golf, squash, skiing and has been known to run the occasional half-marathon. He is active in the community and enjoys spending time with family and friends.
- University of Wisconsin- Madison, B.A. in Economics
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109
Jillian McGrath

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Jillian has been advising high-net-worth individuals and families for over 15 years. She advises multigenerational families, business owners and female decision-makers. Often, her clients are struggling with an important or challenging life transition, such as a divorce, death of a family member, or sale of a business. Jillian finds great joy in helping her clients untangle the complex web of financial and emotional considerations, bringing purpose and clarity to her clients’ wealth. Supported by UBS’s vast infrastructure and global footprint, Jillian and her team are able to source best ideas for client portfolios.

Prior to joining UBS Private Wealth Management, Jillian spent 15 years as a Financial Advisor at Bernstein Private Wealth Management. She graduated from Trinity College with a degree in Economics.

Jillian is actively involved in Boston’s non-profit community and currently serves on the following Boards:
- Harvard Club of Boston, Vice President of the Board
- Old North Foundation, Board Member
- Boston Lyric Opera, Board of Advisors
Jillian lives in Boston with her family. When she’s not working, Jillian enjoys playing squash and tennis.
- Trinity College, B.A. in Economics
One Post Office Sq.
35th Floor
Boston, MA 02109
Maggie Bree

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Maggie has a passion for building personal relationships with her clients and providing them with knowledge and comfort. She focuses her practice on advising corporate executives, businesses owners, multigenerational families, and key decision-makers.

Growing up in the industry, she was always fascinated with the markets and providing solutions to complex problems. Maggie prepares strategic financial plans, which instill confidence and clarity for making life-altering decisions. She collaborates with the advanced planning, family and philanthropy advisory, and family office groups to meet the needs of her ultra-high net worth clients.

Prior to joining UBS, Maggie worked with high and ultra-high net worth clients as a Senior Managing Associate and Client Service Advisor at AllianceBernstein in Washington, DC.

Originally from outside of Philadelphia, Maggie graduated from Boston College with a degree in Finance and Business Analytics. In her spare time, she is an avid runner, reader, and podcast enthusiast, and she enjoys cheering on her favorite Philadelphia sports teams.
- Boston College, B.A. in Finance and Business Analytics
One Post Office Sq.
35th Floor
Boston, MA 02109
Genevieve Michel

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
Genevieve is a Senior Registered Client Service Associate at UBS Private Wealth Management in Boston. Since joining UBS in 2013, Genevieve oversees the execution of the team's client service model and assists in all operational and administrative aspects of the business and managing client services.

Genevieve graduated from The University of Montana in May 2003, earning a degree of Bachelor of Arts in Finance and Marketing. In her free time, she enjoys reading, hiking, golfing, and spending time with her husband, son, and daughter.
- University of Montana, B.A. in Finance and Marketing
One Post Office Sq.
35th Floor
Boston, MA 02109
Joe Sanclemente

Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
Joe joined UBS Private Wealth Management in 2022 after graduating from Roger Williams University. He graduated with a Bachelor of Science in Marketing with a minor in Finance and concentration in Global Communications.

While attending school he was a selected leader for the portfolio management program and a volunteer with Rotary and the Special Olympics. Joe is an instrumental member of our team, and he takes seriously his role of delivering the white-glove service that our clients both deserve and demand. In his down time, Joe enjoys golfing and playing hockey.
- Roger Williams University, B.A. in Marketing and Finance
One Post Office Sq.
35th Floor
Boston, MA 02109

Stephanie Lee

Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
Stephanie is a Client Service Associate at UBS Private Wealth Management in Boston. Stephanie assists in the operational and administrative aspects of the business and managing client services.

Stephanie graduated from Brown University in December 2021, earning a degree of Bachelor of Arts in Political Science and in Behavioral Decision Sciences. Stephanie was on the board of the 180 Degrees Consulting Chapter at Brown and led refugee rights advocacy-focused clubs. In her free time, she enjoys trying new restaurants, taking Pilates classes, and spending time with friends and family.
- Brown University, B.A. in Political Science and Behavioral Decision Sciences
One Post Office Sq.
35th Floor
Boston, MA 02109

Wayne Davis

Managing Director–Wealth Management
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WY
Wayne is a Managing Director at UBS. He has been serving the needs of ultra-high net worth families for nearly four decades. He focuses on developing, implementing, and monitoring comprehensive investment programs for multi-generational families. He has successfully helped clients create long-term financial plans that address the full scope of their family’s financial needs. He originally began his career at Bankers Trust, Casco Bank, and Johnson & Higgins, before pursuing his MBA at Dartmouth College. He is incredibly active in the community, holding the below positions:
- Boston Lyric Opera, Vice Chair
- Massachusetts Congregational Charitable Society, Treasurer
Outside of work, Wayne enjoys spending time with his wife, Ann, and three children, Nate, Libby, and Ben.
- Amos Tuck School at Dartmouth, M.B.A.
- Dartmouth College, B.A.
- Private Wealth Advisor
- Senior Portfolio Manager
- Chartered Retirement Plans Specialist℠
One Post Office Sq.
35th Floor
Boston, MA 02109
Rod Wagner

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
Rod began his finance career directly out of college with a job at the Chicago Board of Trade, first as a clerk then as a trader in the US Treasury Options floor. He discovered private wealth management shortly thereafter and, after 14 years of experience at US Trust and Fleet Private Bank, joined UBS as a Private Wealth Advisor in 2012. Today, Rod focuses on advising ultra-high investors and addresses the complex needs of their families. The team takes a holistic approach and provide guidance on asset allocation, portfolio management, retirement planning, credit structuring, charitable giving, and estate planning strategies.

Rod resides in Boston, MA with his wife, Mar, and two children, Jack and Annie. Outside of work, he enjoys golf, squash, skiing and has been known to run the occasional half-marathon. He is active in the community and enjoys spending time with family and friends.
- University of Wisconsin- Madison, B.A. in Economics
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109
Jillian McGrath

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Jillian has been advising high-net-worth individuals and families for over 15 years. She advises multigenerational families, business owners and female decision-makers. Often, her clients are struggling with an important or challenging life transition, such as a divorce, death of a family member, or sale of a business. Jillian finds great joy in helping her clients untangle the complex web of financial and emotional considerations, bringing purpose and clarity to her clients’ wealth. Supported by UBS’s vast infrastructure and global footprint, Jillian and her team are able to source best ideas for client portfolios.

Prior to joining UBS Private Wealth Management, Jillian spent 15 years as a Financial Advisor at Bernstein Private Wealth Management. She graduated from Trinity College with a degree in Economics.

Jillian is actively involved in Boston’s non-profit community and currently serves on the following Boards:
- Harvard Club of Boston, Vice President of the Board
- Old North Foundation, Board Member
- Boston Lyric Opera, Board of Advisors
Jillian lives in Boston with her family. When she’s not working, Jillian enjoys playing squash and tennis.
- Trinity College, B.A. in Economics
One Post Office Sq.
35th Floor
Boston, MA 02109
Maggie Bree

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Maggie has a passion for building personal relationships with her clients and providing them with knowledge and comfort. She focuses her practice on advising corporate executives, businesses owners, multigenerational families, and key decision-makers.

Growing up in the industry, she was always fascinated with the markets and providing solutions to complex problems. Maggie prepares strategic financial plans, which instill confidence and clarity for making life-altering decisions. She collaborates with the advanced planning, family and philanthropy advisory, and family office groups to meet the needs of her ultra-high net worth clients.

Prior to joining UBS, Maggie worked with high and ultra-high net worth clients as a Senior Managing Associate and Client Service Advisor at AllianceBernstein in Washington, DC.

Originally from outside of Philadelphia, Maggie graduated from Boston College with a degree in Finance and Business Analytics. In her spare time, she is an avid runner, reader, and podcast enthusiast, and she enjoys cheering on her favorite Philadelphia sports teams.
- Boston College, B.A. in Finance and Business Analytics
One Post Office Sq.
35th Floor
Boston, MA 02109
Genevieve Michel

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
Genevieve is a Senior Registered Client Service Associate at UBS Private Wealth Management in Boston. Since joining UBS in 2013, Genevieve oversees the execution of the team's client service model and assists in all operational and administrative aspects of the business and managing client services.

Genevieve graduated from The University of Montana in May 2003, earning a degree of Bachelor of Arts in Finance and Marketing. In her free time, she enjoys reading, hiking, golfing, and spending time with her husband, son, and daughter.
- University of Montana, B.A. in Finance and Marketing
One Post Office Sq.
35th Floor
Boston, MA 02109
Joe Sanclemente

Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
Joe joined UBS Private Wealth Management in 2022 after graduating from Roger Williams University. He graduated with a Bachelor of Science in Marketing with a minor in Finance and concentration in Global Communications.

While attending school he was a selected leader for the portfolio management program and a volunteer with Rotary and the Special Olympics. Joe is an instrumental member of our team, and he takes seriously his role of delivering the white-glove service that our clients both deserve and demand. In his down time, Joe enjoys golfing and playing hockey.
- Roger Williams University, B.A. in Marketing and Finance
One Post Office Sq.
35th Floor
Boston, MA 02109
Stephanie Lee

Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
Stephanie is a Client Service Associate at UBS Private Wealth Management in Boston. Stephanie assists in the operational and administrative aspects of the business and managing client services.

Stephanie graduated from Brown University in December 2021, earning a degree of Bachelor of Arts in Political Science and in Behavioral Decision Sciences. Stephanie was on the board of the 180 Degrees Consulting Chapter at Brown and led refugee rights advocacy-focused clubs. In her free time, she enjoys trying new restaurants, taking Pilates classes, and spending time with friends and family.
- Brown University, B.A. in Political Science and Behavioral Decision Sciences
One Post Office Sq.
35th Floor
Boston, MA 02109

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Guiding founders and business owners

No two businesses are the same and no two founders are, either. For years we’ve worked alongside successful entrepreneurs and founders as they’ve taken their companies full circle.

From startup to rapid growth to liquidity, we understand your challenges and have the experience, resources and connections to help you plan proactively and make smarter decisions about how best to monetize your company.

Shaping multigenerational family wealth

Our clients are deeply concerned about the role that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish now and for the long-term.

Together with our partners from Family and Philanthropy Advisory Services and Family Office Solutions, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family meeting engagement, governance and wealth education.

Strategic investment management

For all you want to accomplish, we bring you tailored solutions, innovative opportunities and a disciplined approach to managing your investments.

Always with an eye to how your investments fit into your broader vision for what you want your wealth to achieve, we can customize an investment plan that meets your unique needs and goals, including:

Portfolio strategy and asset allocation
Alternative investments
Private investments
Concentrated stock services
Stock option strategies, restricted securities
Customized performance reviews and consolidated reporting

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Global access. Strategic solutions.

Our team mission

Wayne Davis

Rod Wagner

Jillian McGrath

Maggie Bree

Genevieve Michel

Joe Sanclemente

Stephanie Lee