$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Duane started his career on the floor of the New York Stock Exchange and was hired by Boston Securities, a major client at the time, to expand their trading operations. He joined Smith Barney in 1990 and worked in the Park Avenue office as an advisor. He later transferred to the Hingham, MA office and in 2008 joined the South Shore office of UBS Financial Services. Duane is a former board member of Duxbury Youth Football and the High School Gridiron Club. He currently sits on the board of the "33 Touchdown Club" overseeing their fundraising and scholarship program.
Personal & Community
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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