We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Wayne Davis
Managing Director–Wealth Management
M.B.A., Amos Tuck School at Dartmouth, 1979
B.A., Dartmouth College, 1973
Joined UBS (formerly PaineWebber) in 1985
Johnson & Higgins, 1979 – 1985
Casco Bank & Trust, 1975 – 1977
Bankers Trust, New York, 1973 – 1975
Focus: Wayne concentrates on developing, implementing and monitoring comprehensive investment programs.
Vice Chair of Boston Lyric Opera
Treasurer of Massachusetts Congregational Charitable Society
Executive Committee Member of Dartmouth Class of 1973
Member of Roxbury Latin School Headmaster's Council
Partners Healthcare System, Member of the Corporation
US Trust, Bank of America Private Wealth Management (Formerly FleetBoston), 2002 – 2012
Robertson Stephens, 1999-2002
Focus: Rod provides clients with full access to UBS's Private Wealth Management platform with an emphasis on asset allocation, total portfolio management and retirement income planning. Rod also advises with credit needs, education funding, structures for charitable giving and estate planning.
Volunteer with the Cradles to Crayons organization
US Trust, Bank of America Private Wealth Management (Formerly FleetBoston), 2002 – 2012
Robertson Stephens, 1999-2002
Focus: Rod provides clients with full access to UBS's Private Wealth Management platform with an emphasis on asset allocation, total portfolio management and retirement income planning. Rod also advises with credit needs, education funding, structures for charitable giving and estate planning.
Volunteer with the Cradles to Crayons organization
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
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