An experienced and committed team

Sean began his Wall Street career after graduating from the College of the Holy Cross in 1983. He moved to Boston and joined PaineWebber, now UBS, and has been at the firm ever since. After 30 years in the wealth management business, Sean is confident that he and his team make a significant difference in their clients’ lives.

More than a Financial Advisor, Sean sees his role as a hardworking family advocate. He loves sports and competing—and he loves to win. So whether it’s playing golf with friends or helping clients achieve their goals and objectives, Sean and his team strive to achieve a successful outcome. He has extensive experience in offering a variety of wealth management and planning-based services for high net worth families, but also offers service for corporate employee financial services and business retirement plans. Sean is passionate about education—he is active in his college alumni association and his children’s former schools. He is the co-founder of the Grit and Grace Foundation at Noble and Greenough School. Sean resides in Boston, Massachusetts, with his wife Susie. He has three children: Chris and Kevin who are members of the Dillon Group, and Lauren, who is the Assistant Womens Basketball Coach for Princeton University. He enjoys golf, reading, hot yoga, and attending his daughters basketball games. 

Chris is a graduate of the Villanova School of Business, earning his B.S. in Finance with a minor in Business Law. Joining UBS in 2012, Chris started as an intern and has been at UBS ever since. Chris then was as a Wealth Planning Analyst prior to joining one of the preeminent UBS Wealth Management Teams in New York City. In 2018, Chris had the opportunity to re-locate back to Boston when he joined the Dillon Group.

Chris is a First Vice President-Wealth Management at UBS, has earned his Portfolio Manager designation at UBS, and is a CERTIFIED FINANCIAL PLANNER™ professional for The Dillon Group. 

Chris combines investment expertise with long-term strategic planning which allows Chris to see the big picture for his clients while also being able to answer the difficult questions. At the Dillon Group, Chris helps to create a "Financial Team" for his clients where they work in-tandem with attorneys, accountants, and philanthropic organizations, to optimize and streamline their investments and planning.

Chris works intimately with multi-generational families on exit strategy planning for family-owned businesses. As a Financial Advisor in a family business, Chris understands the deep importance of succession planning, retirement planning, tax considerations, philanthropy, and the pre-sale estate planning process. Chris, and the rest of The Dillon Group, typically get involved early in the process to best utilize all their resources.

Chris spends his downtime watching the Patriots, Celtics, Villanova Basketball, golfing, surfing, and going on hikes. Chris splits his time between Boston, MA and Newport Beach, CA with his wife, Michelle, son Teddy, and daughter Daisy.

Derek has worked in the investment services industry since he joined The Dillon Group in 2013. He focuses on personalized financial planning and risk management for the team’s high net worth clients and their families. Another area where he concentrates his efforts is working closely with company’s 401(k) plans and their participants. Derek earned a B.S. in finance from Northeastern University in Boston and holds his Series 7 and Series 66, as well as licenses for life and long-term care insurance and variable annuities.

Derek currently resides in Dedham MA with his wife Lauren, daughter Olivia, and son Mason. He enjoys golfing and traveling in his spare time.

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. Prior to that, Kevin spent two years at FBR Capital Markets, working on the institutional equity sales team.

Kevin graduated from Wake Forest University in 2016, majoring in business management with a concentration in finance. He holds the Series 7 and 66 securities licenses, and is a Certified Financial Planner^TM professional and Accredited Wealth Management Advisor^SM. Kevin also holds his life, accident and health insurance licenses.

Kevin resides in Charlestown, MA with his wife Maddy and daughter Georgia. In his spare time, he enjoys fishing, golf and supporting the New England Patriots, the Boston Red Sox and Wake
Forest athletics.

Mark began his career at PaineWebber in 1998 and has been with The Dillon Group ever since. Mark focuses on financial planning, tactical asset allocation and operations management. Mark has successfully met the rigorous professional standards and requirements of the CFP® Board. As a Certified Financial Planner™ professional, he has studied investment retirement planning, insurance planning and risk management, estate and income tax planning and employee benefits. He graduated from Bentley College with both a B.S. and M.A. in finance and is also licensed for life, accident and health insurance.

Mark resides in Weston, Massachusetts with his wife, Kristen, and three children, Eva, Anna and George. He enjoys balancing fatherhood with business. When he has downtime, Mark enjoys reading, running, soccer and golf.

Chris has been with The Dillon Group since 2008 after spending a year at State Street Corporation working on their mutual fund sales desk. He serves as the team’s head trader and focuses on wealth planning within the group. He is also closely involved with business development, looking for proactive strategies to expand the practice.

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 son Luke. He actively pursues golf, yoga and traveling.

Michele entered the financial services industry 19 years ago in the operations area, and has been with UBS for 14 years. Her experience working in both sides of the business has enabled her to understand what client service is all about. She defines her role within the team, not only as a troubleshooter for any client concerns but also as a relationship builder. Michele is very passionate about earning clients’ trust through teamwork and commitment. Her favorite part of the business is being able to watch clients go through their various stages of life, helping them accomplish financial goals.

Maylese joined UBS in 2005. She was assistant operations manager at the Boston branch for three years before joining The Dillon Group, where she continues to provide operational expertise to the team. She enjoys her role helping clients solve financial problems, but more importantly, enjoys the relationship building aspect of her work. Being part of a strong, supportive team is also important to Maylese. She played team sports her whole life, which has contributed to her positive work ethic of setting goals, being efficient and being a team player.

Maylese graduated from Springfield College with a B.A. in disability studies. The youngest of three children in a close family, she lives in Woburn MA, where she enjoys community service and spending time with her dogs.  

Jackie joined 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.