Achieving your goals

It starts with insightful advice

Generational Consulting Partners

Today more than ever, it takes the right team to provide you with the planning and investment solutions that can steer you confidently toward your future. At Generational Consulting Partners, our entire practice is focused on delivering advice that thoughtfully addresses the important financial challenges facing you and your family—no matter what your life stage. Because we are a multigenerational team ourselves, each of us offers our personal insights and experience with a keen understanding of how priorities shift with time and age.

A diversified team. An integrated approach.
What we feel is really important, though, is the scope of our advice. We are a diverse team of planners, portfolio managers and retirement plan specialists who focus on each critical area of wealth management. We believe, our reputation for the breadth of our knowledge and the precision and methodology of our processes has earned us the respect of our professional clients—particularly attorneys and CPAs—throughout the country. Accessing the deep resources of UBS, our team is also well-positioned to deliver Advice. Beyond investing—our comprehensive planning and investing approach that helps ensure that you have the collaboration and resources you need to make well-informed decisions as your life and goals evolve.

Understanding the complexities of securing lasting financial success, we focus on developing long-term investment strategies to help you enjoy the life you've earned.

- Jim Foard Jr.
  • James Foard Jr. Profile Photo

    James Foard Jr.

    Managing Director–Wealth Management

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    Jim began his career in the financial services industry in 2000 and joined UBS in 2002. Previously, Jim progressed through a variety of roles within a privately owned small business, providing him with a hands-on understanding of the short term and long term challenges that business owners and their companies face.  

    Wealth planning facets including investment management, risk management, multigenerational wealth transfer and philanthropic planning form the core of Jim’s practice. Having navigated multiple bull and bear markets amidst a variety of economic cycles over the past 20+ years, Jim’s patience, experience and perspective are central to the tailored financial advice and solutions he provides to affluent families, entrepreneurs and businesses across the country.  

    Jim holds the Series 7, 63 and 65 securities licenses and is licensed to offer Life and Long Term Care insurance. 

    Jim graduated with a B.A. in Psychology from the College the Holy Cross in 1992 where he captained the golf team. A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is particularly passionate about helping children and adults who have developmental disabilities. Jim coached youth sports for several years and is an active volunteer with several non-profit organizations. He currently serves on the Board of Directors at Pathlight (formerly The Association for Community Living) in Springfield, MA. Jim lives in Longmeadow, MA with his wife Michelle and their three children; Jimmy, Madeleine and Olivia. He enjoys spending time with family and friends, golf and travel. 

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • College of the Holy Cross, B.A. Psychology
      One Monarch Place
      Suite 1400
      Springfield, MA 01144
    • Anthony "Tony" Montemagni Profile Photo 1

      Anthony Montemagni, CFP

      Senior Vice President–Wealth Management

      Senior Retirement Plan Consultant

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      Tony has over 26 years of experience in the financial services industry, all with UBS. He has earned extensive professional recognition for his achievements over the years. He attributes much of his success by offering his clients a combination of trust, experience and a comprehensive understanding of their needs. Throughout his career, Tony’s comprehensive and objective advice has helped individuals, families and businesses achieve their financial goals.

      The experience to guide you forward
      In addition to being one of a select group of UBS Wealth Advisors who focuses on affluent individuals and families, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional. Tony is a Senior Portfolio Manager within the firm’s Portfolio Management Program. He is also a Senior Retirement Plan Consultant within the UBS Retirement Plan Consulting Services group providing consulting services to retirement plan clients while acting as a Fiduciary.

      Outside of UBS
      Tony is a native of South Hadley, MA, where he resides with his wife Amy and their two children, Alison and Lauren  He earned a B.S., in Business Management from American International College. He enjoys playing golf, skiing and spending time with his family. Tony volunteers for the Greater Springfield Habitat for Humanity and serves on the investment committee for the Springfield Technical Community College Foundation (STCC).

      • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • American International College, B.S., Business Management
      • Senior Retirement Plan Consultant
      • Senior Portfolio Manager
      • Wealth Advisor
      One Monarch Place
      Suite 1400
      Springfield, MA 01144
    • Peter Alminas Profile Photo

      Peter Alminas, CFP, CSRIC

      First Vice President–Wealth Management

      Portfolio Manager

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      The experience to guide you forward
      A CERTIFIED FINANCIAL PLANNER™, Pete specializes in planning and asset allocation for individuals and families, helping them to find creative solutions for their financial goals as they prepare for retirement. With an emphasis on building long-term personal relationships with clients, he brings a fresh perspective and passion to simplifying their lives and clarifying their needs and objectives.

      Professional achievements and education

      • B.S., business administration with a concentration in financial planning, Winthrop University, SC

      Outside of UBS
      Pete resides in Springfield, MA, and actively participates on the Springfield Conservation Commission, the Springfield School Volunteer’s Read Aloud Program and the East Longmeadow High School Athletic Hall of Fame Committee. Pete was an NCAA Division One college golfer and still plays regularly in his free time. He also avidly follows Boston’s major sports teams and enjoys spending time with family as well as traveling to new places.

       

      NMLS # 1630825

        • Winthrop University, SC, B.S., Business Administration with a concentration in Financial Planning
        • Portfolio Manager
        • Senior Retirement Plan Consultant
        One Monarch Place
        Suite 1400
        Springfield, MA 01144
      • Brennan Collins Profile Photo

        Brennan Collins, CFP

        Account Vice President

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        The experience to guide you forward
         Brennan is dedicated to serving clients as their lives evolve - from years of accumulating wealth to a time spent enjoying the lifestyles and legacies they envision.  Employing a goals-based approach to managing clients' wealth, Brennan uses his industry training to build real-world financial strategies around the situations and aspirations of clients and their families.  Brennan holds the CERTIFIED FINANCIAL PLANNERTM Certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  He launched his financial services career in 2007 and joined UBS in 2017.  Prior to joining UBS Brennan worked for BNY Mellon and Merrill Lynch Wealth Management. 

        Professional achievements and education

        • Certificate in Financial Planning, Boston University
        • B.A., history, College of the Holy Cross

        Outside of UBS
         A native of Western, MA, Brennan actively serves his community - supporting local nonprofit organizations including the Alzheimer's Association, for which he is a board member and chair of the planning committee for the Berkshire County Walk to End Alzheimer's.  Brennan is an active participant in the Rotary Club of Springfield where he serves as a board member.  He resides in Longmeadow, MA with his wife and daughter.  In addition to family time, Brennan can be found on the golf course, the ski slopes, or working in his yard.

        NMLS # 1275389

          • College of the Holy Cross, B.A. History
            One Monarch Place
            Suite 1400
            Springfield, MA 01144
          • Raissa Levsky Profile Photo

            Raissa Levsky

            Financial Advisor

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            The experience to guide you forward
            Raissa joined the team in 2014 after previously working at competing firms in the financial services industry. Enthusiastic and detail-oriented, Raissa strives to continuously improve upon the high-quality service the Keady Foard Montemagni Wealth Management Group is known for.

            Professional achievements and education

            • Series 7 and 66 securities licenses
            • B.S., biology and pre-medical sciences, University of Connecticut

            Outside of UBS
            Raissa is the daughter of a military family and has lived in various parts of the country before settling down in the Hartford area. As a former collegiate rower, Raissa enjoys spending time on the water during the warmer New England months. She is actively involved with the local chapter of Habitat for Humanity and Friends of the Homeless, giving back annually during the firm’s Season of Service campaign.

              • University of Connecticut, B.S.
                One Monarch Place
                Suite 1400
                Springfield, MA 01144
              • Lorena DuBois Profile Photo

                Lorena DuBois

                Wealth Management Associate

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                The experience to guide you forward
                Lorena’s primary focus for the team is to provide high-quality client service and administrative support. With more than 30 years of experience in the financial services industry with the same firm, her knowledge of UBS’s capabilities and products allows her to quickly address client concerns and identify the right solutions for their financial needs. 

                Professional achievements and education

                • Series 7 and 63 securities licenses
                • B.S.B.A., accounting, Western New England University

                Outside of UBS
                Lorena grew up in Springfield, MA, and now lives in Westfield with her husband and their son. She is a member of the Westfield Kiwanis. Lorena loves to support her local Food Pantries and volunteers at various local events through Kiwanis. She looks forward to spending time with her son when he is home from College and family get togethers.

                  • Western New England University, B.S.B.A., Accounting
                    One Monarch Place
                    Suite 1400
                    Springfield, MA 01144

                  $1.5 Billion

                  Assets under management

                  20

                  Years in business as a team

                  130

                  Collective years of experience


                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                  Planning

                  Our team wants to learn everything we can about you because we always start with customized plan building and never a cookie cutter solution.

                  We’ll talk a lot about family, priorities and your personal definition of financial security. This information helps us design a road map—a plan that can turn overwhelming issues into manageable objectives. You can trust that your plan will be based on much more than investments—but on people and how we can work together to help you take care of those you love today—and for generations to come.

                  Relationships

                  Retirement consulting

                  Investment

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights