Let's move forward. Together.

Chris was Assistant Vice President with Merrill Lynch Global Private Client Group prior to rejoining UBS in 2008 (formerly PaineWebber). He began his career several decades ago; designing risk management strategies for endowments, business leaders, and uniquely successful individuals. Some of Chris's roles include: researching institutional money managers, developing individual plans for retirement, estate tax mitigation strategy planning, and corporate executive stock option planning. He obtained his Certified Retirement Planning Specialist designation and holds FINRA Series 7, 63, 65, Life & Variable Insurance Licenses. He is a graduate of the University of Scranton. He is also a member of the Gaelic American Club. 

Pete has had a successful 25-year career in the financial services industry. With a passion for investments, he realizes that adding financial planning can make positive changes in his client's lives. Peter holds his: Series 7, 66, 31, Life, Health and Long-Term Care Insurance licenses. He has a B.S.in Finance & Economics from the University of Massachusetts and is a Certified Investment Management Analyst.  He resides in Wilton, CT with his family of 4 children.  

Michele has been working in the financial services Industry for over 18 years. After starting her career as a Financial Advisor, she moved into management; where she worked in Operations and as an Administrative Compliance Manager. Today, she oversees all client administration for the group. Michele's: financial knowledge, experience, and exceptional interpersonal skills all add tremendous value to the team. She holds her Series 3, 7, 66, 9, 10, & insurance licenses. Michele received a B.S. degree in Business Management from The University of Southern Connecticut. In her personal life, she serves as the Treasurer for the Recreation Camp of Derby and resides in Seymour, CT with her husband and son.

Courtney has spent the last few years prior to joining UBS in the Spring of 2018 at Barnum Financial Group getting extensive experience assisting multi generation families with complicated transactions and daily account needs. Courtney is extremely detail oriented and her goals are to administer all aspects of account and service requests, which can include online account access, transactions, financial plan generation, and organizing the team's service commitment. She holds a Series 7, 66, Life, Accident, Health, Property and Casualty Licenses. She received a Bachelor of Science degree in Business Administration with a concentration in Marketing from Southern Connecticut State University.

Matthew has 6 years of previous experience at Paychex as a Regional Retirement Plan Representative, prior to joining UBS in November 2018. Professionally, he has attained his FINRA series 7,6,63, & 65; as well as having his life, accident, health, and variable annuity licenses. He received a B.A. from Lycoming College, in Williamsport, PA.