Experience

Makes all the difference

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

Registered States:

Wayne Davis

Education

Amos Tuck School at Dartmouth, M.B.A.
Dartmouth College, B.A.

Credentials

Private Wealth Advisor
Senior Portfolio Manager
Chartered Retirement Plans Specialist℠

Wayne Davis

200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me

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

Registered States:

Education

Amos Tuck School at Dartmouth, M.B.A.
Dartmouth College, B.A.

Credentials

Private Wealth Advisor
Senior Portfolio Manager
Chartered Retirement Plans Specialist℠

200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me

Roderick Wagner

Senior Vice President–Wealth Management

Financial Advisor

B.A. University of Wisconsin- Madison, 1995
Holds Series 7,63,65,66, and insurance licenses
Joined UBS in 2012
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

Registered States:

Roderick Wagner

Education

University of Wisconsin- Madison, B.A.

Credentials

Private Wealth Advisor

Roderick Wagner

200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me

Roderick Wagner

Senior Vice President–Wealth Management

Financial Advisor

B.A. University of Wisconsin- Madison, 1995
Holds Series 7,63,65,66, and insurance licenses
Joined UBS in 2012
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

Registered States:

Education

University of Wisconsin- Madison, B.A.

Credentials

Private Wealth Advisor

200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me

Genevieve Michel

Senior Client Associate

B.A., University of Montana, 2006
Joined UBS in 2013
Holds Series 7, 66 Licenses
Focus: Genevieve addresses operational and administrative needs for the Davis Team and its clients.

Registered States:

Genevieve Michel

Education

University of Montana, B.A.

Genevieve Michel

200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me

Genevieve Michel

Senior Client Associate

B.A., University of Montana, 2006
Joined UBS in 2013
Holds Series 7, 66 Licenses
Focus: Genevieve addresses operational and administrative needs for the Davis Team and its clients.

Registered States:

Education

University of Montana, B.A.

200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me

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Experience

Wayne Davis

Wayne Davis

Wayne Davis

Wayne Davis

Roderick Wagner

Roderick Wagner

Roderick Wagner

Roderick Wagner

Genevieve Michel

Genevieve Michel

Genevieve Michel

Genevieve Michel

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Education

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