A plan for today, tomorrow and generations to come

[PWM] Father and daughter running on beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Marco Giancotti

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Marco P. Giancotti has worked as a Financial Advisor since 1994. He has been with UBS Financial Services Inc. in Portland, Maine since 1999, and is a Senior Portfolio Manager in the Portfolio Management Program. Prior to working for UBS, he worked for Morgan Stanley. He holds a degree from the University of Southern Maine in Business Administration with a concentration in Finance and Accounting. Marco coordinates the planning and investment disciplines for clients as well as oversees the administration of the team. Outside of work he spends his time with his wife Kristen and three children.
- University of Southern Maine, Business Administration
- Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101

marco.giancotti@ubs.com

Marco Giancotti

1 City Center,Portland,ME,04101
Tyler Judkins

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Tyler started his career as a Financial Advisor with Wells Fargo Advisors, LLC and joined UBS in 2015. He holds a BS in Business Administration with a concentration in Environmental Studies from Colby Sawyer College. Tyler serves on the Board of Trustees to the Maine Historical Society as the Secretary of the Executive Committee and also as the President of the Farmington and Mt. Blue Alumni Association. Tyler, his wife, Katie, and three children live in Yarmouth. They spend the majority of their free time together skiing, hiking and enjoying the many cultural and outdoor experiences that Maine has to offer.
- Colby Sawyer College, Business Administration
1 City Center
10th Floor
Portland, ME 04101

tyler.judkins@ubs.com

Tyler Judkins

1 City Center,Portland,ME,04101
Carl Holmquist

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Carl began his career as a financial advisor at Smith Barney in 2001 and has been with UBS since 2008. Carl received a B.S. in business administration from the University of Southern Maine. He and his wife live in Gray, ME and have two grown children. He is a founding member of Gray Community Endowment and Friends of Libby Hill. In his free time, he and his family enjoy skiing, cycling and many other fun adventures in the Maine outdoors.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Southern Maine, Business Administration
- Wealth Advisor
1 City Center
10th Floor
Portland, ME 04101

carl.holmquist@ubs.com

Carl Holmquist

1 City Center,Portland,ME,04101
Conor McCann, CFA, CFP®

Account Vice President

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Conor started his career in financial services at Bank of America and then moved to TD Bank before joining us here at UBS. He graduated with a B.S. in finance and business analytics from Boston College. After college, Conor went on to earn the highly coveted Chartered Financial Analyst® designation (CFA®). He enjoys reading, running, and spending time outdoors with his wife, Maria. He and Maria live with their dogs in their hometown of Scarborough.
- Boston College, Finance
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER®
1 City Center
10th Floor
Portland, ME 04101

conor.mccann@ubs.com

Conor McCann, CFA, CFP®

1 City Center,Portland,ME,04101
Katie Ouellette

Wealth Management Associate

Financial Paraplanner Qualified Professional™
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- UT
- VA
- WA
Katie is dedicated to delivering the best possible client experience, serving as a resource for both clients and the team. With more than two decades in the financial services industry, she manages a wide range of operational and administrative functions while guiding clients through the financial planning process.

Katie joined UBS in 2004 and has since become an integral part of the team. She holds the designation of Financial Paraplanner Qualified Professional™ and brings a wealth of knowledge and attention to detail to every client interaction.

A lifelong resident of Biddeford, ME, Katie enjoys spending quality time with her husband, two sons and daughter.
- University of Southern Maine, Business Administration
- Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101

katie.ouellette@ubs.com

Katie Ouellette

1 City Center,Portland,ME,04101
Ann-Marie Netto

Senior Registered Client Associate

Financial Paraplanner Qualified Professional™
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- UT
- VA
- WA
Ann-Marie Netto has been with UBS since 2006. She is a Registered Client Service Associate. She is a graduate of Scarborough High School and the University of Maine, where she obtained a Bachelor's degree in English. In her spare time she enjoys hiking, reading and spending time with family and friends.
- University of Maine, English
- Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101

ann-marie.netto@ubs.com

Ann-Marie Netto

1 City Center,Portland,ME,04101

Melissa Tatham

Client Associate
View bio
Melissa is a Client Associate with over two decades of experience in financial services and customer service. She began her career with American Express Financial Advisors shortly after earning her B.S. in Business Administration from the University of Southern Maine. Following a move to Colorado, she worked as a guest services agent at a luxury wellness and fitness spa before returning to Maine to join Key Private Bank as a Relationship Associate.

In 2015, Melissa brought her experience to UBS, where she continues to provide attentive, personalized service. Her focus is account opening and client onboarding, guiding clients through documentation, account transfers, and the finer details that make transitions smooth. In addition to working directly with clients, she provides operational and administrative support to her team, helping to ensure every client interaction is as seamless as possible from start to finish.

Melissa lives in Brunswick with her husband and two children and enjoys traveling, skiing, and spending time at her camp with family and friends.
- University of Southern Maine, Business Administration
1 City Center
10th Floor
Portland, ME 04101

melissa.tatham@ubs.com

Melissa Tatham

1 City Center,Portland,ME,04101
Troy John Jellison

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- FL
- ME
- NH
Troy is a CERTIFIED FINANCIAL PLANNER® professional with a decade of experience in the financial services industry. He helps clients achieve their long-term financial goals by developing comprehensive financial plans that leverage UBS's extensive global resources and market insights.

“We build lasting relationships through transparent communication and a foundation of mutual trust.”

Outside of his professional life, Troy and his wife, Valerie, live in New Gloucester with their daughter. He is an avid Boston Celtics fan and enjoys spending his free time golfing, reading, and being outdoors.
- University of Southern Maine, Political Science
- CERTIFIED FINANCIAL PLANNER®
1 City Center
10th Floor
Portland, ME 04101

troy.jellison@ubs.com

Troy John Jellison

1 City Center,Portland,ME,04101

Marco Giancotti

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Marco P. Giancotti has worked as a Financial Advisor since 1994. He has been with UBS Financial Services Inc. in Portland, Maine since 1999, and is a Senior Portfolio Manager in the Portfolio Management Program. Prior to working for UBS, he worked for Morgan Stanley. He holds a degree from the University of Southern Maine in Business Administration with a concentration in Finance and Accounting. Marco coordinates the planning and investment disciplines for clients as well as oversees the administration of the team. Outside of work he spends his time with his wife Kristen and three children.
- University of Southern Maine, Business Administration
- Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101

marco.giancotti@ubs.com

Marco Giancotti

1 City Center,Portland,ME,04101
Tyler Judkins

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Tyler started his career as a Financial Advisor with Wells Fargo Advisors, LLC and joined UBS in 2015. He holds a BS in Business Administration with a concentration in Environmental Studies from Colby Sawyer College. Tyler serves on the Board of Trustees to the Maine Historical Society as the Secretary of the Executive Committee and also as the President of the Farmington and Mt. Blue Alumni Association. Tyler, his wife, Katie, and three children live in Yarmouth. They spend the majority of their free time together skiing, hiking and enjoying the many cultural and outdoor experiences that Maine has to offer.
- Colby Sawyer College, Business Administration
1 City Center
10th Floor
Portland, ME 04101

tyler.judkins@ubs.com

Tyler Judkins

1 City Center,Portland,ME,04101
Carl Holmquist

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Carl began his career as a financial advisor at Smith Barney in 2001 and has been with UBS since 2008. Carl received a B.S. in business administration from the University of Southern Maine. He and his wife live in Gray, ME and have two grown children. He is a founding member of Gray Community Endowment and Friends of Libby Hill. In his free time, he and his family enjoy skiing, cycling and many other fun adventures in the Maine outdoors.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Southern Maine, Business Administration
- Wealth Advisor
1 City Center
10th Floor
Portland, ME 04101

carl.holmquist@ubs.com

Carl Holmquist

1 City Center,Portland,ME,04101
Conor McCann, CFA, CFP®

Account Vice President

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Conor started his career in financial services at Bank of America and then moved to TD Bank before joining us here at UBS. He graduated with a B.S. in finance and business analytics from Boston College. After college, Conor went on to earn the highly coveted Chartered Financial Analyst® designation (CFA®). He enjoys reading, running, and spending time outdoors with his wife, Maria. He and Maria live with their dogs in their hometown of Scarborough.
- Boston College, Finance
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER®
1 City Center
10th Floor
Portland, ME 04101

conor.mccann@ubs.com

Conor McCann, CFA, CFP®

1 City Center,Portland,ME,04101
Katie Ouellette

Wealth Management Associate

Financial Paraplanner Qualified Professional™
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- UT
- VA
- WA
Katie is dedicated to delivering the best possible client experience, serving as a resource for both clients and the team. With more than two decades in the financial services industry, she manages a wide range of operational and administrative functions while guiding clients through the financial planning process.

Katie joined UBS in 2004 and has since become an integral part of the team. She holds the designation of Financial Paraplanner Qualified Professional™ and brings a wealth of knowledge and attention to detail to every client interaction.

A lifelong resident of Biddeford, ME, Katie enjoys spending quality time with her husband, two sons and daughter.
- University of Southern Maine, Business Administration
- Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101

katie.ouellette@ubs.com

Katie Ouellette

1 City Center,Portland,ME,04101
Ann-Marie Netto

Senior Registered Client Associate

Financial Paraplanner Qualified Professional™
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- UT
- VA
- WA
Ann-Marie Netto has been with UBS since 2006. She is a Registered Client Service Associate. She is a graduate of Scarborough High School and the University of Maine, where she obtained a Bachelor's degree in English. In her spare time she enjoys hiking, reading and spending time with family and friends.
- University of Maine, English
- Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101

ann-marie.netto@ubs.com

Ann-Marie Netto

1 City Center,Portland,ME,04101
Melissa Tatham

Client Associate
View bio
Melissa is a Client Associate with over two decades of experience in financial services and customer service. She began her career with American Express Financial Advisors shortly after earning her B.S. in Business Administration from the University of Southern Maine. Following a move to Colorado, she worked as a guest services agent at a luxury wellness and fitness spa before returning to Maine to join Key Private Bank as a Relationship Associate.

In 2015, Melissa brought her experience to UBS, where she continues to provide attentive, personalized service. Her focus is account opening and client onboarding, guiding clients through documentation, account transfers, and the finer details that make transitions smooth. In addition to working directly with clients, she provides operational and administrative support to her team, helping to ensure every client interaction is as seamless as possible from start to finish.

Melissa lives in Brunswick with her husband and two children and enjoys traveling, skiing, and spending time at her camp with family and friends.
- University of Southern Maine, Business Administration
1 City Center
10th Floor
Portland, ME 04101

melissa.tatham@ubs.com

Melissa Tatham

1 City Center,Portland,ME,04101
Troy John Jellison

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- FL
- ME
- NH
Troy is a CERTIFIED FINANCIAL PLANNER® professional with a decade of experience in the financial services industry. He helps clients achieve their long-term financial goals by developing comprehensive financial plans that leverage UBS's extensive global resources and market insights.

“We build lasting relationships through transparent communication and a foundation of mutual trust.”

Outside of his professional life, Troy and his wife, Valerie, live in New Gloucester with their daughter. He is an avid Boston Celtics fan and enjoys spending his free time golfing, reading, and being outdoors.
- University of Southern Maine, Political Science
- CERTIFIED FINANCIAL PLANNER®
1 City Center
10th Floor
Portland, ME 04101

troy.jellison@ubs.com

Troy John Jellison

1 City Center,Portland,ME,04101

Dividing wealth across generations

Maximize your potential wealth

Over 75

Collective years of experience

Over 20

Years in business as a team

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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.

We're ready to listen.

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

A plan for today, tomorrow and generations to come

Pursuing your goals together

Marco Giancotti

Tyler Judkins

Carl Holmquist

Conor McCann, CFA, CFP®

Katie Ouellette

Ann-Marie Netto

Melissa Tatham

Troy John Jellison