An experienced and committed team

Sean Dillon is a Managing Director - Wealth Management in Boston, Massachusetts. He has over 38 years of experience in the wealth management industry, all of which have been spent at UBS.

Dillon leads The Dillon Group, a team of 10 people at UBS that currently oversees approximately $1.7 billion in client assets. Their mission is to provide customized quality strategies and comprehensive wealth management services to high-net-worth families, with specialized expertise in corporate employee financial services and business retirement plans.

Dillon has been named by  Forbes’ as a Best-In-State Wealth Advisor (2018 – 2023) and America’s Top Wealth Advisors (2016 – 2023). The Forbes ratings are compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. 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.

A second-generation Irish American, Dillon graduated from the College of the Holy Cross in 1983. He is actively involved in education initiatives and sits on the boards of the Wellesley Education Foundation and the Autism Society of America. Dillon resides in Boston, Massachusetts with his wife, Susie. In his free time, he enjoys golfing and spending time with his five grandchildren.

Chris joined UBS in 2012 and is a Financial Advisor - Managing Director - Wealth Management. Chris combines investment experience with long-term strategic planning, enabling him to address complex issues and see the broader picture for his clients. At The Dillon Group, he collaborates with attorneys, accountants, and philanthropic organizations to optimize and streamline investment strategies and planning.

Chris focuses on working with multi-generational families on exit strategy planning for family-owned businesses. His understanding of succession planning, retirement planning, tax considerations, philanthropy, and pre-sale estate planning is informed by his experience as a Financial Advisor in a family business. The Dillon Group typically engages early in the process to leverage all available resources effectively.

Chris is a graduate of the Villanova School of Business, where he earned a B.S. in Finance. He has earned his Portfolio Manager designation and is a Certified Financial PlannerTM professional.

Chris has a passion for mentoring and is currently mentoring a student at the University of Villanova Business School as well as a Graduate Training Program intern at UBS.

In his free time, Chris enjoys watching the Patriots, Celtics, and Villanova Basketball, as well as golfing, surfing, and hiking. He divides his time between Boston, MA, and Newport Beach, CA, with his wife, Michelle, and their children, Teddy, Daisy, and Ryan.

Kevin joined The Dillon Group in 2020 after spending two years in UBS’s Wealth Planning Associate Program, a structured 24-month development program that consists of rigorous proprietary training and in depth financial planning for advisors with high net worth clients. He is a Certified Financial Planner® professional. He focuses on providing advanced planning strategies for individuals, families, and business owners alike through the coordination of their investments, estate planning strategies, banking, exit-planning, and insurance needs.

Kevin began his career in 2016 at FBR Capital Markets as a member of the Institutional Equity Sales team. Kevin graduated from Wake Forest University in 2016 with a degree in business management and a concentration in finance. He holds the Series 7 and 66 securities licenses, and also holds the Accredited Wealth Management AdvisorTM designation. Additionally, Kevin has life, accident, and health insurance licenses.

He resides in Wellesley, MA, with his wife, Maddy, and their young daughters, Georgia and Eloise. In his spare time, Kevin enjoys fly-fishing, golf, and spending time with his family.

Derek is a financial advisor with over a decade of working in wealth management. He delivers tailored financial solutions for affluent clients, focusing on investment strategy, risk management, and legacy planning. Derek is dedicated to understanding his clients’ unique financial landscapes and helping them navigate complex financial decisions with confidence.

Derek earned his Bachelor’s degree in finance from Northeastern University. He is also a Certified Financial PlannerTM professional underscoring his commitment to professional growth and excellence.

Derek’s approach combines rigorous financial analysis with a deep understanding of his clients’ goals and values. He is a strategic thinker, provides proactive advice, and seeks to foster long-term relationships built on trust and transparency.

Derek currently resides in Hingham, MA with his wife Lauren and their three children. In his spare time, he enjoys traveling with his family and playing golf.

Mark is a seasoned financial professional having joined PaineWebber (now UBS) in 1998. Mark earned a Bachelor’s of Science in Finance with a minor in Mathematics from Bentley University in 1999 and a Masters of Science in Finance in 2005. After 25 plus years in the wealth management business, Mark feels that he can make a positive impact in his clients’ future by supplying personalized financial planning solutions.

As a Certified Financial PlannerTM professional, Mark has met rigorous education, training and ethical standards and is committed to servicing his clients’ best interests with the utmost care. He has been instrumental in advising high net worth investors with complex financial needs by offering customized financial planning and strategic modeling to help accomplish his clients’ investment goals. Mark enjoys the financial planning process and understands that today’s financial needs cannot be solved by one professional on his own. He often is found coordinating a team discussion with attorneys, accountants, and philanthropic organizations, to optimize and streamline their investments and planning.

Mark resides in Weston, Massachusetts with his wife, Kristen, and three children, Eva, Anna and George. If not found serving his community on boards, he is often found on the playing field coaching his children’s soccer teams and enjoying their various sports endeavors. When he has downtime, Mark enjoys golfing, soccer and traveling with his family
and friends.

Chris has been with UBS and The Dillon Group since 2008 after spending a year at State Street Corporation working on their mutual fund sales desk. He focuses on client trading and alternative investment solutions. He is also closely involved with proactively reviewing portfolio strategy*, account performance/reporting and presenting investment solutions tailored to client’s individual needs.

Chris graduated from the University of Miami with a Bachelor of Business Administration in finance. He holds his Series 7 and Series 66 licenses. Chris lives in Middleton, MA with his wife Katie and their children Luke and Layla. He enjoys traveling to the next great golf location, yoga and spending quality time with family and friends.

With 30 years of experience in the financial industry, Michele  has dedicated the past 25 years to UBS and The Dillon Group. With a commitment to client service, Michele is passionate about earning clients’ trust through unwavering dedication and teamwork.

Residing in Beverly, Michele enjoys spending quality time with her daughter, Emily, and two beloved Golden Retrievers, Duke and Harry.

Maylese began her career at UBS in 2005, where she served as Assistant Operations Manager at the Boston branch for three years. She then brought her experience to The Dillon Group, where she continues to seek to provide operational excellence. Maylese finds great fulfillment in helping clients solve financial challenges and cherishes the relationship-building aspect of her work.

Maylese graduated from Springfield College with a Bachelor of Arts degree. She currently resides in Woburn, MA with her fiancé, Paul, and their three dogs. In her free time, Maylese enjoys traveling, gardening, and cooking.

Jackie joined UBS and The Dillon Group in 2024. Jackie began her financial services career in 2021 at Merrill Lynch as a Client Associate. She holds the FINRA series 7 and 66 registrations. Jackie graduated from the University of New Hampshire in 2019 with a degree in Business Administration with a focus in Finance. She enjoys building client relationships and helping others. In her spare time, she enjoys working out, traveling and spending time with her dog.

Jon joined UBS and the Dillon Group in 2024 as a summer intern and transitioned to the role of Client Service Associate in 2025. He earned his Honors Bachelor of Arts in Economics, Cum Laude, from the College of the Holy Cross in 2025, where he also served as captain of the rugby team.

Jon supports both investment management and financial planning initiatives of the team. With a foundation in financial analysis and the Securities Industry Essentials (SIE) certification, Jon is dedicated to providing a seamless client service experience. In his free time, Jon enjoys golfing, working out, and hiking.