Experience

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. 

Tony's career in the financial services industry started at UBS in 1996.  He has earned extensive professional recognition for his achievements over the past 27 years. He attributes much of his success by offering his clients a combination of experience, dedication, 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).

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

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 PLANNER^TM 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

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.

The experience to guide you forward
Lorena’s strives to provide 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.

The experience to guide you forward
Evelyn joined the team in 2017 as a Client Service Associate, working closely with Lorena DuBois and Raissa Levsky in our efforts to provide you with exceptional service. Evelyn started her career at UBS in 2012 as an intern for our team while she was earning her Bachelor's Degree in Business Administration from Bay Path University in Longmeadow, MA. Upon graduation in 2013, Evelyn took on the role of Branch Service Associate for the entire UBS office in Springfield. She quickly progressed to Client Service Associate later in 2013.

Professional achievements and education

• B.S., business administration, Bay Path University

Outside of UBS
Evelyn was born, raised, and resides in Springfield, MA, and she enjoys traveling and spending time with family.

Angie has worked in a variety of roles in the financial services industry over the past 20+ years at firms including Investors Bank & Trust, The Boston Stock Exchange, Wells Fargo Advisors and TD AmeriTrade. She earned her Masters in Business Administration with a concentration in finance at Bentley College in Waltham, MA. Her  industry knowledge and commitment to client satisfaction helps our team in our efforts to deliver service, financial advice and wealth management to our individual and institutional clients.

Angie resides in Longmeadow, MA with her husband and their three children.   Her greatest joy is her family and friends.  When not cheering on her kids at their sporting events she enjoys playing paddle and tennis and is learning to golf.